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 | $128,364 | $109,881+16.8% | $150,045-14.4% | $84,808+51.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.82% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $12,944 | $3,561+263.5% | $4,693+175.8% | $2,631+392.0% |
| Participant deferral / active EE | $18,431 | $6,636+177.7% | $7,997+130.5% | $4,212+337.6% |
| Admin fee / account holder | $6,098 | $8,568-28.8% | $13,435-54.6% | $7,344-17.0% |