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 | $114,293 | $93,571+22.1% | $135,903-15.9% | $75,163+52.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.83% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $5,926 | $3,537+67.6% | $4,856+22.0% | $2,670+122.0% |
| Participant deferral / active EE | $2,868 | $6,404-55.2% | $7,758-63.0% | $4,125-30.5% |
| Admin fee / account holder | $1,779 | $6,975-74.5% | $10,762-83.5% | $5,651-68.5% |