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 | $99,406 | $80,968+22.8% | $96,544+3.0% | $75,163+32.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.93% | 27.06%-7.1pp | 25.84%-5.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $3,010 | $2,282+31.9% | $2,965+1.5% | $2,670+12.7% |
| Participant deferral / active EE | $4,941 | $3,928+25.8% | $4,851+1.9% | $4,125+19.8% |
| Admin fee / account holder | $21,065 | $6,724+213.3% | $8,252+155.3% | $5,651+272.8% |