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 | $109,196 | $71,050+53.7% | $93,606+16.7% | $80,856+35.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 11.59% | 11.26%+0.3pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $3,713 | $1,564+137.5% | $2,420+53.5% | $2,755+34.8% |
| Participant deferral / active EE | $9,529 | $4,034+136.2% | $4,411+116.0% | $4,296+121.8% |
| Admin fee / account holder | $12,055 | $6,945+73.6% | $8,285+45.5% | $6,918+74.3% |