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 | $105,733 | $101,069+4.6% | $81,478+29.8% | $147,584-28.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 24.91% | 32.40%-7.5pp | 38.78%-13.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $7,156 | $3,205+123.3% | $2,568+178.7% | $4,876+46.8% |
| Participant deferral / active EE | $7,568 | $4,242+78.4% | $3,537+114.0% | $5,439+39.2% |
| Admin fee / account holder | $535 | $5,812-90.8% | $4,561-88.3% | $10,885-95.1% |