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 | $107,730 | $98,750+9.1% | $149,696-28.0% | $79,858+34.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.59% | 27.43%-11.8pp | 276.60%-261.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $6,279 | $3,216+95.2% | $4,644+35.2% | $2,471+154.1% |
| Participant deferral / active EE | $4,348 | $5,680-23.4% | $6,842-36.4% | $3,740+16.3% |
| Admin fee / account holder | $1,094 | $6,053-81.9% | $9,309-88.3% | $5,306-79.4% |