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 | $96,130 | $78,705+22.1% | $117,854-18.4% | $70,131+37.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 23.96% | 23.30%+0.7pp | 335.08%-311.1pp | 73.14%-49.2pp |
| Employer contribution / active EE | $4,015 | $2,223+80.6% | $3,786+6.0% | $2,342+71.4% |
| Participant deferral / active EE | $3,322 | $3,297+0.8% | $4,482-25.9% | $3,332-0.3% |
| Admin fee / account holder | $9,050 | $5,065+78.7% | $8,020+12.8% | $4,645+94.8% |