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 | $105,861 | $90,503+17.0% | $78,689+34.5% | $273,961-61.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.27% | 75.60%-63.3pp | 62.18%-49.9pp | 41.45%-29.2pp |
| Employer contribution / active EE | $14,299 | $3,176+350.3% | $2,851+401.6% | $4,869+193.7% |
| Participant deferral / active EE | $17,682 | $3,901+353.2% | $3,517+402.8% | $5,287+234.4% |
| Admin fee / account holder | $4,407 | $5,263-16.3% | $4,510-2.3% | $10,132-56.5% |