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 | $94,625+24.1% | $116,228+1.0% | $84,808+38.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 17.27% | 20.40%-3.1pp | 90.06%-72.8pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,232 | $2,347+37.7% | $2,994+7.9% | $2,631+22.8% |
| Participant deferral / active EE | $7,458 | $3,972+87.8% | $4,953+50.6% | $4,212+77.1% |
| Admin fee / account holder | $22,617 | $10,091+124.1% | $11,989+88.7% | $7,344+208.0% |