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 | $118,975 | $91,190+30.5% | $178,490-33.3% | $79,858+49.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.70% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $2,991 | $3,256-8.1% | $5,011-40.3% | $2,471+21.1% |
| Participant deferral / active EE | $6,895 | $3,236+113.1% | $5,202+32.5% | $3,740+84.3% |
| Admin fee / account holder | $10,330 | $6,751+53.0% | $13,984-26.1% | $5,306+94.7% |