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 | $120,710 | $69,515+73.6% | $86,874+38.9% | $85,850+40.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 33.60% | 20.12%+13.5pp | 63.52%-29.9pp | 318.53%-284.9pp |
| Employer contribution / active EE | $13,666 | $1,880+626.7% | $2,495+447.6% | $2,565+432.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,819 | $5,972+81.2% | $5,828+85.6% | $6,260+72.8% |