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 | $104,616 | $65,365+60.0% | $92,893+12.6% | $72,985+43.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 22.86% | 42.10%-19.2pp | 109.41%-86.6pp | 81.00%-58.1pp |
| Employer contribution / active EE | $2,844 | $2,594+9.6% | $3,653-22.1% | $2,440+16.6% |
| Participant deferral / active EE | $7,152 | $3,128+128.6% | $4,236+68.8% | $3,607+98.3% |
| Admin fee / account holder | $2,757 | $4,251-35.1% | $5,794-52.4% | $5,124-46.2% |