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 | $121,366 | $98,750+22.9% | $149,696-18.9% | $79,858+52.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.13% | 27.43%-10.3pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,753 | $3,216+16.7% | $4,644-19.2% | $2,471+51.9% |
| Participant deferral / active EE | $2,972 | $5,680-47.7% | $6,842-56.6% | $3,740-20.5% |
| Admin fee / account holder | $4,308 | $6,053-28.8% | $9,309-53.7% | $5,306-18.8% |