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 | $100,568 | $91,552+9.8% | $133,956-24.9% | $79,858+25.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.67% | 61.85%-49.2pp | 45.09%-32.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,981 | $2,384+150.9% | $3,919+52.6% | $2,471+142.0% |
| Participant deferral / active EE | $6,187 | $3,733+65.7% | $5,048+22.6% | $3,740+65.4% |
| Admin fee / account holder | $2,143 | $6,321-66.1% | $8,927-76.0% | $5,306-59.6% |