See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,000 | $81,208+34.2% | $98,907+10.2% | $79,858+36.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 12.81% | 60.99%-48.2pp | 196.43%-183.6pp | 31.71%-18.9pp |
| Employer contribution / active EE | $4,117 | $1,960+110.1% | $2,689+53.1% | $2,471+66.6% |
| Participant deferral / active EE | $3,255 | $3,265-0.3% | $4,244-23.3% | $3,740-13.0% |
| Admin fee / account holder | $2,108 | $6,013-64.9% | $6,642-68.3% | $5,306-60.3% |