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 | $120,727 | $88,707+36.1% | $74,183+62.7% | $273,961-55.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.34% | 11.94%+0.4pp | 17.74%-5.4pp | 41.45%-29.1pp |
| Employer contribution / active EE | $4,836 | $3,159+53.1% | $2,370+104.0% | $4,869-0.7% |
| Participant deferral / active EE | $20,000 | $4,212+374.9% | $3,550+463.4% | $5,287+278.3% |
| Admin fee / account holder | $13,901 | $8,717+59.5% | $5,586+148.9% | $10,132+37.2% |