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 | $109,792 | $125,758-12.7% | $169,993-35.4% | $75,163+46.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.56% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $6,475 | $4,615+40.3% | $6,785-4.6% | $2,670+142.5% |
| Participant deferral / active EE | $7,148 | $6,837+4.5% | $10,408-31.3% | $4,125+73.3% |
| Admin fee / account holder | $21,992 | $8,173+169.1% | $12,815+71.6% | $5,651+289.2% |