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 | $118,196 | $57,354+106.1% | $83,848+41.0% | $64,186+84.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 4.98% | 11.38%-6.4pp | 850.88%-845.9pp | 7.63%-2.6pp |
| Employer contribution / active EE | $10,027 | $2,545+294.0% | $3,631+176.2% | $2,381+321.2% |
| Participant deferral / active EE | $5,557 | $2,993+85.7% | $4,082+36.2% | $3,470+60.2% |
| Admin fee / account holder | $3,009 | $4,046-25.6% | $5,478-45.1% | $4,888-38.4% |