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 | $104,553 | $95,266+9.7% | $82,389+26.9% | $142,382-26.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.87% | 25.74%-1.9pp | 28.67%-4.8pp | 217.08%-193.2pp |
| Employer contribution / active EE | $7,036 | $2,991+135.2% | $2,517+179.5% | $4,299+63.7% |
| Participant deferral / active EE | $12,189 | $4,809+153.5% | $4,155+193.4% | $6,507+87.3% |
| Admin fee / account holder | $40,066 | $8,563+367.9% | $7,231+454.1% | $12,624+217.4% |