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 | $107,431 | $99,985+7.4% | $146,665-26.8% | $85,850+25.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.24% | 18.93%-5.7pp | 22.74%-9.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $5,163 | $2,559+101.8% | $4,136+24.8% | $2,565+101.3% |
| Participant deferral / active EE | $2,751 | $4,006-31.3% | $5,506-50.0% | $3,952-30.4% |
| Admin fee / account holder | $8,742 | $7,702+13.5% | $10,280-15.0% | $6,260+39.7% |