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 | $114,606 | $88,672+29.2% | $105,223+8.9% | $82,448+39.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 16.31% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $3,605 | $3,048+18.3% | $3,689-2.3% | $2,551+41.3% |
| Participant deferral / active EE | $5,469 | $4,036+35.5% | $5,072+7.8% | $4,139+32.1% |
| Admin fee / account holder | $1,323 | $7,146-81.5% | $8,859-85.1% | $7,234-81.7% |