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 | $98,815 | $72,277+36.7% | $101,248-2.4% | $79,858+23.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.23% | 22.30%-10.1pp | 46.47%-34.2pp | 31.71%-19.5pp |
| Employer contribution / active EE | $5,876 | $2,692+118.3% | $3,660+60.6% | $2,471+137.8% |
| Participant deferral / active EE | $2,374 | $3,282-27.7% | $4,370-45.7% | $3,740-36.5% |
| Admin fee / account holder | $9,648 | $4,400+119.3% | $5,945+62.3% | $5,306+81.8% |