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 | $106,080 | $93,571+13.4% | $135,903-21.9% | $75,163+41.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.41% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $11,536 | $3,537+226.2% | $4,856+137.5% | $2,670+332.1% |
| Participant deferral / active EE | $12,145 | $6,404+89.6% | $7,758+56.5% | $4,125+194.4% |
| Admin fee / account holder | $2,725 | $6,975-60.9% | $10,762-74.7% | $5,651-51.8% |