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 | $102,435 | $46,553+120.0% | $64,056+59.9% | $75,163+36.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.07% | 26.03%-8.0pp | 33.69%-15.6pp | 160.62%-142.6pp |
| Employer contribution / active EE | $6,272 | $1,974+217.8% | $2,747+128.4% | $2,670+134.9% |
| Participant deferral / active EE | $7,639 | $2,837+169.3% | $3,880+96.9% | $4,125+85.2% |
| Admin fee / account holder | $1,794 | $2,952-39.2% | $3,068-41.5% | $5,651-68.3% |