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 | $106,335 | $89,355+19.0% | $141,162-24.7% | $72,985+45.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.96% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $3,874 | $3,114+24.4% | $4,735-18.2% | $2,440+58.8% |
| Participant deferral / active EE | $2,778 | $5,418-48.7% | $6,709-58.6% | $3,607-23.0% |
| Admin fee / account holder | $1,334 | $5,958-77.6% | $10,261-87.0% | $5,124-74.0% |