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 | $101,465 | $80,717+25.7% | $154,803-34.5% | $84,808+19.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.05% | 37.96%-19.9pp | 58.88%-40.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,007 | $2,761+45.1% | $4,305-6.9% | $2,631+52.3% |
| Participant deferral / active EE | $4,917 | $3,303+48.9% | $5,540-11.2% | $4,212+16.8% |
| Admin fee / account holder | $2,825 | $6,746-58.1% | $14,329-80.3% | $7,344-61.5% |