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 | $112,063 | $109,881+2.0% | $150,045-25.3% | $84,808+32.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.51% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,524 | $3,561+55.1% | $4,693+17.7% | $2,631+110.0% |
| Participant deferral / active EE | $9,762 | $6,636+47.1% | $7,997+22.1% | $4,212+131.8% |
| Admin fee / account holder | $4,538 | $8,568-47.0% | $13,435-66.2% | $7,344-38.2% |