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 | $103,510 | $85,202+21.5% | $172,739-40.1% | $72,985+41.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.34% | 27.32%-6.0pp | 802.84%-781.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $3,759 | $3,324+13.1% | $5,143-26.9% | $2,440+54.1% |
| Participant deferral / active EE | $4,404 | $3,260+35.1% | $5,198-15.3% | $3,607+22.1% |
| Admin fee / account holder | $1,983 | $5,884-66.3% | $13,954-85.8% | $5,124-61.3% |