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 | $123,615 | $77,899+58.7% | $149,673-17.4% | $75,163+64.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.11% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $10,647 | $3,137+239.4% | $4,818+121.0% | $2,670+298.8% |
| Participant deferral / active EE | $6,005 | $3,411+76.0% | $5,680+5.7% | $4,125+45.6% |
| Admin fee / account holder | $5,238 | $5,956-12.1% | $13,210-60.3% | $5,651-7.3% |