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 | $99,211 | $93,571+6.0% | $135,903-27.0% | $75,163+32.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.80% | 30.90%-1.1pp | 68.23%-38.4pp | 160.62%-130.8pp |
| Employer contribution / active EE | $8,568 | $3,537+142.3% | $4,856+76.4% | $2,670+220.9% |
| Participant deferral / active EE | $17,855 | $6,404+178.8% | $7,758+130.1% | $4,125+332.8% |
| Admin fee / account holder | $7,908 | $6,975+13.4% | $10,762-26.5% | $5,651+39.9% |