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 | $105,946 | $88,672+19.5% | $105,223+0.7% | $82,448+28.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.69% | 30.86%-10.2pp | 180.65%-160.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,643 | $3,048+150.8% | $3,689+107.2% | $2,551+199.6% |
| Participant deferral / active EE | $10,140 | $4,036+151.2% | $5,072+99.9% | $4,139+145.0% |
| Admin fee / account holder | $10,123 | $7,146+41.7% | $8,859+14.3% | $7,234+39.9% |