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 | $108,166 | $89,355+21.1% | $141,162-23.4% | $72,985+48.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.55% | 111.85%-89.3pp | 71.39%-48.8pp | 81.00%-58.5pp |
| Employer contribution / active EE | $927 | $3,114-70.2% | $4,735-80.4% | $2,440-62.0% |
| Participant deferral / active EE | $3,505 | $5,418-35.3% | $6,709-47.8% | $3,607-2.8% |
| Admin fee / account holder | $5,975 | $5,958+0.3% | $10,261-41.8% | $5,124+16.6% |