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 | $105,447 | $93,571+12.7% | $135,903-22.4% | $75,163+40.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.07% | 30.90%-12.8pp | 68.23%-50.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,083 | $3,537-12.8% | $4,856-36.5% | $2,670+15.5% |
| Participant deferral / active EE | $10,238 | $6,404+59.9% | $7,758+32.0% | $4,125+148.2% |
| Admin fee / account holder | $30,909 | $6,975+343.1% | $10,762+187.2% | $5,651+447.0% |