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 | $111,529 | $92,985+19.9% | $153,485-27.3% | $80,856+37.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 14.62% | 19.95%-5.3pp | 15.65%-1.0pp | 35.59%-21.0pp |
| Employer contribution / active EE | $5,313 | $3,507+51.5% | $5,039+5.4% | $2,755+92.9% |
| Participant deferral / active EE | $0 | $5,178-100.0% | $6,757-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,758 | $8,880-68.9% | $12,724-78.3% | $6,918-60.1% |