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 | $94,387 | $81,460+15.9% | $103,333-8.7% | $80,856+16.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.85% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,974 | $3,105-4.2% | $3,868-23.1% | $2,755+8.0% |
| Participant deferral / active EE | $7,109 | $3,869+83.8% | $5,057+40.6% | $4,296+65.5% |
| Admin fee / account holder | $31,266 | $6,566+376.1% | $8,355+274.2% | $6,918+351.9% |