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 | $115,819 | $77,899+48.7% | $149,673-22.6% | $75,163+54.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.01% | 31.72%-14.7pp | 134.42%-117.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,618 | $3,137+79.1% | $4,818+16.6% | $2,670+110.4% |
| Participant deferral / active EE | $4,269 | $3,411+25.1% | $5,680-24.8% | $4,125+3.5% |
| Admin fee / account holder | $2,096 | $5,956-64.8% | $13,210-84.1% | $5,651-62.9% |