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 | $115,120 | $95,453+20.6% | $112,040+2.7% | $82,448+39.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.45% | 23.92%-10.5pp | 24.52%-11.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $4,446 | $2,318+91.8% | $2,954+50.5% | $2,551+74.3% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,232 | $9,013-41.9% | $12,098-56.8% | $7,234-27.7% |