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 | $89,694 | $65,685+36.6% | $57,179+56.9% | $273,961-67.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.04% | 21.99%-12.9pp | 14.59%-5.5pp | 41.45%-32.4pp |
| Employer contribution / active EE | $5,905 | $3,279+80.1% | $2,682+120.1% | $4,869+21.3% |
| Participant deferral / active EE | $7,387 | $3,782+95.3% | $3,096+138.6% | $5,287+39.7% |
| Admin fee / account holder | $7,151 | $4,835+47.9% | $3,139+127.8% | $10,132-29.4% |