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 | $105,650 | $93,571+12.9% | $135,903-22.3% | $75,163+40.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.82% | 30.90%-8.1pp | 68.23%-45.4pp | 160.62%-137.8pp |
| Employer contribution / active EE | $5,840 | $3,537+65.1% | $4,856+20.3% | $2,670+118.7% |
| Participant deferral / active EE | $3,606 | $6,404-43.7% | $7,758-53.5% | $4,125-12.6% |
| Admin fee / account holder | $1,441 | $6,975-79.3% | $10,762-86.6% | $5,651-74.5% |