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 | $108,510 | $89,753+20.9% | $107,525+0.9% | $84,808+27.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.32% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $6,510 | $3,113+109.1% | $3,754+73.4% | $2,631+147.4% |
| Participant deferral / active EE | $8,401 | $4,056+107.1% | $5,116+64.2% | $4,212+99.5% |
| Admin fee / account holder | $3,231 | $7,222-55.3% | $8,919-63.8% | $7,344-56.0% |