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 | $99,151 | $81,460+21.7% | $103,333-4.0% | $80,856+22.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 28.09% | 25.55%+2.5pp | 24.88%+3.2pp | 35.59%-7.5pp |
| Employer contribution / active EE | $16,626 | $3,105+435.4% | $3,868+329.9% | $2,755+503.5% |
| Participant deferral / active EE | $2,466 | $3,869-36.3% | $5,057-51.2% | $4,296-42.6% |
| Admin fee / account holder | $1,921 | $6,566-70.7% | $8,355-77.0% | $6,918-72.2% |