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 | $104,135 | $89,355+16.5% | $141,162-26.2% | $72,985+42.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.31% | 111.85%-88.5pp | 71.39%-48.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,169 | $3,114-30.4% | $4,735-54.2% | $2,440-11.1% |
| Participant deferral / active EE | $6,543 | $5,418+20.8% | $6,709-2.5% | $3,607+81.4% |
| Admin fee / account holder | $13,583 | $5,958+128.0% | $10,261+32.4% | $5,124+165.1% |