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 | $106,594 | $78,705+35.4% | $117,854-9.6% | $70,131+52.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.23% | 23.30%-9.1pp | 335.08%-320.8pp | 73.14%-58.9pp |
| Employer contribution / active EE | $7,903 | $2,223+255.4% | $3,786+108.7% | $2,342+237.4% |
| Participant deferral / active EE | $4,536 | $3,297+37.6% | $4,482+1.2% | $3,332+36.2% |
| Admin fee / account holder | $30,204 | $5,065+496.3% | $8,020+276.6% | $4,645+550.2% |