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 | $116,954 | $78,422+49.1% | $95,952+21.9% | $79,858+46.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 14.84% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $4,246 | $1,945+118.3% | $2,541+67.1% | $2,471+71.8% |
| Participant deferral / active EE | $4,417 | $3,440+28.4% | $4,167+6.0% | $3,740+18.1% |
| Admin fee / account holder | $1,785 | $5,622-68.2% | $6,795-73.7% | $5,306-66.4% |