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 | $100,620 | $77,634+29.6% | $156,549-35.7% | $62,891+60.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.78% | 50.32%-41.5pp | 32.23%-23.4pp | 20.14%-11.4pp |
| Employer contribution / active EE | $6,513 | $3,444+89.1% | $5,501+18.4% | $2,281+185.6% |
| Participant deferral / active EE | $4,222 | $3,045+38.6% | $4,871-13.3% | $3,203+31.8% |
| Admin fee / account holder | $2,270 | $5,561-59.2% | $13,027-82.6% | $4,296-47.2% |