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 | $113,540 | $68,547+65.6% | $120,354-5.7% | $80,856+40.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 10.33% | 23.60%-13.3pp | 107.15%-96.8pp | 35.59%-25.3pp |
| Employer contribution / active EE | $3,528 | $2,051+72.0% | $3,463+1.9% | $2,755+28.1% |
| Participant deferral / active EE | $6,915 | $3,173+117.9% | $4,991+38.6% | $4,296+61.0% |
| Admin fee / account holder | $56,654 | $5,732+888.4% | $9,423+501.2% | $6,918+718.9% |