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 | $102,217 | $78,103+30.9% | $289,028-64.6% | $116,875-12.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 78.0%+22.0pp | 74.5%+25.5pp |
| Annual return | 18.01% | 15.26%+2.7pp | 243.94%-225.9pp | 16.29%+1.7pp |
| Employer contribution / active EE | $4,385 | $2,718+61.3% | $6,326-30.7% | $3,288+33.4% |
| Participant deferral / active EE | $3,451 | $2,921+18.1% | $4,804-28.2% | $3,885-11.2% |
| Admin fee / account holder | $4,301 | $8,683-50.5% | $14,050-69.4% | $12,263-64.9% |