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 | $97,134 | $77,634+25.1% | $156,549-38.0% | $62,891+54.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.05% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $9,394 | $3,444+172.8% | $5,501+70.8% | $2,281+311.8% |
| Participant deferral / active EE | $4,701 | $3,045+54.4% | $4,871-3.5% | $3,203+46.8% |
| Admin fee / account holder | $4,382 | $5,561-21.2% | $13,027-66.4% | $4,296+2.0% |