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 | $117,440 | $94,031+24.9% | $115,768+1.4% | $82,448+42.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 17.27% | 20.61%-3.3pp | 100.46%-83.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $3,232 | $2,323+39.1% | $2,940+9.9% | $2,551+26.7% |
| Participant deferral / active EE | $7,458 | $3,972+87.8% | $4,917+51.7% | $4,139+80.2% |
| Admin fee / account holder | $22,617 | $10,249+120.7% | $12,439+81.8% | $7,234+212.6% |