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 | $94,874 | $70,428+34.7% | $96,562-1.7% | $85,850+10.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 18.06% | 18.59%-0.5pp | 37.78%-19.7pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,304 | $1,413+63.1% | $2,356-2.2% | $2,565-10.2% |
| Participant deferral / active EE | $2,575 | $2,894-11.0% | $3,849-33.1% | $3,952-34.8% |
| Admin fee / account holder | $4,673 | $4,997-6.5% | $6,181-24.4% | $6,260-25.4% |