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 | $71,050+40.2% | $93,606+6.4% | $80,856+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 | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $4,321 | $1,564+176.3% | $2,420+78.6% | $2,755+56.8% |
| Participant deferral / active EE | $9,993 | $4,034+147.7% | $4,411+126.5% | $4,296+132.6% |
| Admin fee / account holder | $14,167 | $6,945+104.0% | $8,285+71.0% | $6,918+104.8% |