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 | $111,720 | $78,422+42.5% | $95,952+16.4% | $79,858+39.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.43% | 19.37%-3.9pp | 91.61%-76.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,162 | $1,945-40.3% | $2,541-54.3% | $2,471-53.0% |
| Participant deferral / active EE | $4,152 | $3,440+20.7% | $4,167-0.4% | $3,740+11.0% |
| Admin fee / account holder | $1,208 | $5,622-78.5% | $6,795-82.2% | $5,306-77.2% |