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 | $99,627 | $71,057+40.2% | $93,654+6.4% | $80,874+23.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.04% | 11.26%+1.8pp | 133.34%-120.3pp | 35.62%-22.6pp |
| Employer contribution / active EE | $4,321 | $1,564+176.3% | $2,421+78.5% | $2,756+56.8% |
| Participant deferral / active EE | $9,993 | $4,034+147.7% | $4,413+126.5% | $4,297+132.6% |
| Admin fee / account holder | $14,167 | $6,944+104.0% | $8,282+71.1% | $6,935+104.3% |