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 | $97,676 | $79,944+22.2% | $98,439-0.8% | $75,163+30.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 25.14% | 19.75%+5.4pp | 21.16%+4.0pp | 160.62%-135.5pp |
| Employer contribution / active EE | $3,793 | $2,264+67.6% | $3,048+24.5% | $2,670+42.1% |
| Participant deferral / active EE | $3,454 | $3,752-7.9% | $4,738-27.1% | $4,125-16.3% |
| Admin fee / account holder | $30,532 | $6,840+346.4% | $8,948+241.2% | $5,651+440.3% |