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 | $111,212 | $81,460+36.5% | $103,333+7.6% | $80,856+37.5% |
| Participation rate | 89.7% | 66.8%+22.9pp | 74.5%+15.2pp | 67.6%+22.1pp |
| Annual return | 10.69% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $8,889 | $3,105+186.3% | $3,868+129.8% | $2,755+222.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $34,775 | $6,566+429.6% | $8,355+316.2% | $6,918+402.7% |