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 | $111,500 | $80,717+38.1% | $154,803-28.0% | $84,808+31.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.63% | 37.96%-21.3pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $4,497 | $2,761+62.9% | $4,305+4.5% | $2,631+70.9% |
| Participant deferral / active EE | $5,288 | $3,303+60.1% | $5,540-4.6% | $4,212+25.6% |
| Admin fee / account holder | $13,556 | $6,746+101.0% | $14,329-5.4% | $7,344+84.6% |