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 | $109,412 | $89,753+21.9% | $107,525+1.8% | $84,808+29.0% |
| Participation rate | 98.4% | 68.1%+30.4pp | 75.1%+23.3pp | 68.3%+30.1pp |
| Annual return | 15.25% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,762 | $3,113+52.9% | $3,754+26.9% | $2,631+81.0% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,381 | $7,222-67.0% | $8,919-73.3% | $7,344-67.6% |