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 | $107,395 | $86,929+23.5% | $102,423+4.9% | $80,856+32.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.89% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,675 | $2,369+12.9% | $3,023-11.5% | $2,755-2.9% |
| Participant deferral / active EE | $5,656 | $4,118+37.3% | $5,053+11.9% | $4,296+31.7% |
| Admin fee / account holder | $1,940 | $8,049-75.9% | $9,451-79.5% | $6,918-72.0% |