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 | $102,421 | $93,571+9.5% | $135,903-24.6% | $75,163+36.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.97% | 30.90%-14.9pp | 68.23%-52.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $6,140 | $3,537+73.6% | $4,856+26.4% | $2,670+130.0% |
| Participant deferral / active EE | $3,946 | $6,404-38.4% | $7,758-49.1% | $4,125-4.3% |
| Admin fee / account holder | $1,047 | $6,975-85.0% | $10,762-90.3% | $5,651-81.5% |