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 | $138,563 | $74,927+84.9% | $101,794+36.1% | $84,808+63.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 18.47% | 18.70%-0.2pp | 30.53%-12.1pp | 40.90%-22.4pp |
| Employer contribution / active EE | $4,006 | $1,522+163.3% | $2,289+75.0% | $2,631+52.3% |
| Participant deferral / active EE | $6,150 | $3,099+98.5% | $4,084+50.6% | $4,212+46.0% |
| Admin fee / account holder | $3,644 | $6,514-44.1% | $8,777-58.5% | $7,344-50.4% |