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 | $130,341 | $81,460+60.0% | $103,333+26.1% | $80,856+61.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.22% | 25.55%-10.3pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $7,085 | $3,105+128.2% | $3,868+83.2% | $2,755+157.2% |
| Participant deferral / active EE | $9,360 | $3,869+141.9% | $5,057+85.1% | $4,296+117.9% |
| Admin fee / account holder | $2,179 | $6,566-66.8% | $8,355-73.9% | $6,918-68.5% |