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 | $114,220 | $86,286+32.4% | $111,297+2.6% | $85,850+33.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.28% | 19.99%-7.7pp | 54.65%-42.4pp | 318.53%-306.3pp |
| Employer contribution / active EE | $2,505 | $2,043+22.6% | $2,731-8.3% | $2,565-2.3% |
| Participant deferral / active EE | $2,854 | $3,641-21.6% | $4,487-36.4% | $3,952-27.8% |
| Admin fee / account holder | $1,728 | $8,188-78.9% | $7,964-78.3% | $6,260-72.4% |