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 | $103,525 | $62,672+65.2% | $185,117-44.1% | $70,131+47.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 18.45% | 40.79%-22.3pp | 40.50%-22.0pp | 73.14%-54.7pp |
| Employer contribution / active EE | $4,268 | $1,753+143.4% | $4,182+2.1% | $2,342+82.2% |
| Participant deferral / active EE | $7,251 | $3,272+121.6% | $5,045+43.7% | $3,332+117.6% |
| Admin fee / account holder | $13,679 | $3,932+247.9% | $8,159+67.6% | $4,645+194.5% |