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 | $97,878 | $84,233+16.2% | $170,442-42.6% | $70,131+39.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 21.27% | 23.06%-1.8pp | 205.93%-184.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $8,497 | $3,387+150.9% | $5,433+56.4% | $2,342+262.7% |
| Participant deferral / active EE | $4,726 | $3,086+53.2% | $4,939-4.3% | $3,332+41.9% |
| Admin fee / account holder | $492 | $5,698-91.4% | $13,880-96.5% | $4,645-89.4% |