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 | $113,940 | $102,382+11.3% | $147,005-22.5% | $80,874+40.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.47% | 134.89%-121.4pp | 418.76%-405.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $5,057 | $3,715+36.1% | $4,934+2.5% | $2,756+83.5% |
| Participant deferral / active EE | $9,004 | $6,646+35.5% | $8,070+11.6% | $4,297+109.6% |
| Admin fee / account holder | $11,253 | $7,942+41.7% | $13,006-13.5% | $6,935+62.3% |