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 | $96,971 | $90,503+7.1% | $78,689+23.2% | $273,961-64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.99% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $25,707 | $3,176+709.5% | $2,851+801.8% | $4,869+428.0% |
| Participant deferral / active EE | $7,042 | $3,901+80.5% | $3,517+100.2% | $5,287+33.2% |
| Admin fee / account holder | $10,600 | $5,263+101.4% | $4,510+135.0% | $10,132+4.6% |