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 | $100,984 | $49,227+105.1% | $70,449+43.3% | $79,858+26.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.87% | 30.06%-15.2pp | 109.03%-94.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $7,014 | $2,099+234.2% | $2,737+156.3% | $2,471+183.9% |
| Participant deferral / active EE | $5,069 | $2,768+83.1% | $3,709+36.7% | $3,740+35.5% |
| Admin fee / account holder | $4,150 | $2,878+44.2% | $3,845+7.9% | $5,306-21.8% |