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 | $100,500 | $82,882+21.3% | $127,761-21.3% | $72,985+37.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 21.69% | 32.20%-10.5pp | 26.14%-4.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $10,672 | $3,346+218.9% | $4,574+133.3% | $2,440+337.4% |
| Participant deferral / active EE | $15,137 | $4,791+216.0% | $6,021+151.4% | $3,607+319.6% |
| Admin fee / account holder | $19,474 | $6,487+200.2% | $9,395+107.3% | $5,124+280.0% |