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 | $99,225 | $65,365+51.8% | $92,893+6.8% | $72,985+36.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.92% | 42.10%-18.2pp | 109.41%-85.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $9,258 | $2,594+256.9% | $3,653+153.5% | $2,440+279.5% |
| Participant deferral / active EE | $5,410 | $3,128+72.9% | $4,236+27.7% | $3,607+50.0% |
| Admin fee / account holder | $3,713 | $4,251-12.7% | $5,794-35.9% | $5,124-27.6% |