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 | $99,168 | $89,355+11.0% | $141,162-29.7% | $72,985+35.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.21% | 111.85%-90.6pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $6,102 | $3,114+95.9% | $4,735+28.9% | $2,440+150.1% |
| Participant deferral / active EE | $4,621 | $5,418-14.7% | $6,709-31.1% | $3,607+28.1% |
| Admin fee / account holder | $10,526 | $5,958+76.7% | $10,261+2.6% | $5,124+105.4% |