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 | $101,102 | $46,732+116.3% | $156,549-35.4% | $55,167+83.3% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.85% | 17.72%-12.9pp | 32.23%-27.4pp | 169.23%-164.4pp |
| Employer contribution / active EE | $5,705 | $2,105+171.0% | $5,501+3.7% | $1,963+190.7% |
| Participant deferral / active EE | $3,496 | $2,204+58.6% | $4,871-28.2% | $3,054+14.5% |
| Admin fee / account holder | $15,136 | $418+3517.9% | $13,027+16.2% | $504+2903.8% |