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 | $106,081 | $87,733+20.9% | $106,548-0.4% | $85,850+23.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 14.34% | 21.86%-7.5pp | 26.80%-12.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,893 | $2,073+87.8% | $2,819+38.1% | $2,565+51.8% |
| Participant deferral / active EE | $4,423 | $3,469+27.5% | $4,398+0.6% | $3,952+11.9% |
| Admin fee / account holder | $25,815 | $6,767+281.5% | $7,407+248.5% | $6,260+312.4% |