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 | $116,882 | $109,881+6.4% | $150,045-22.1% | $84,808+37.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.27% | 28.25%-10.0pp | 62.55%-44.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $5,524 | $3,561+55.1% | $4,693+17.7% | $2,631+110.0% |
| Participant deferral / active EE | $6,138 | $6,636-7.5% | $7,997-23.3% | $4,212+45.7% |
| Admin fee / account holder | $757 | $8,568-91.2% | $13,435-94.4% | $7,344-89.7% |