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 | $119,631 | $87,013+37.5% | $106,213+12.6% | $80,856+48.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 16.95% | 17.05%-0.1pp | 116.14%-99.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $4,337 | $2,395+81.1% | $3,171+36.8% | $2,755+57.4% |
| Participant deferral / active EE | $3,841 | $3,986-3.6% | $5,016-23.4% | $4,296-10.6% |
| Admin fee / account holder | $5,787 | $8,431-31.4% | $11,033-47.6% | $6,918-16.4% |