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 | $110,851 | $49,177+125.4% | $79,464+39.5% | $64,186+72.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 7.55% | -1.16%+8.7pp | 718.14%-710.6pp | 7.63%-0.1pp |
| Employer contribution / active EE | $12,410 | $2,076+497.7% | $2,800+343.1% | $2,381+421.2% |
| Participant deferral / active EE | $1,841 | $2,821-34.7% | $3,704-50.3% | $3,470-46.9% |
| Admin fee / account holder | $4,901 | $3,839+27.7% | $5,113-4.1% | $4,888+0.3% |