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 | $110,750 | $77,899+42.2% | $149,673-26.0% | $75,163+47.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 25.21% | 31.72%-6.5pp | 134.42%-109.2pp | 160.62%-135.4pp |
| Employer contribution / active EE | $4,283 | $3,137+36.5% | $4,818-11.1% | $2,670+60.4% |
| Participant deferral / active EE | $4,564 | $3,411+33.8% | $5,680-19.6% | $4,125+10.6% |
| Admin fee / account holder | $2,309 | $5,956-61.2% | $13,210-82.5% | $5,651-59.1% |