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 | $110,331 | $77,634+42.1% | $156,549-29.5% | $62,891+75.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.36% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,956 | $3,444+73.0% | $5,501+8.3% | $2,281+161.1% |
| Participant deferral / active EE | $4,268 | $3,045+40.1% | $4,871-12.4% | $3,203+33.2% |
| Admin fee / account holder | $2,709 | $5,561-51.3% | $13,027-79.2% | $4,296-36.9% |