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 | $112,432 | $76,367+47.2% | $93,606+20.1% | $72,985+54.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.47% | 25.82%-6.3pp | 32.76%-13.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $4,964 | $2,275+118.2% | $2,718+82.6% | $2,440+103.4% |
| Participant deferral / active EE | $6,789 | $3,538+91.9% | $4,069+66.9% | $3,607+88.2% |
| Admin fee / account holder | $10,829 | $6,838+58.4% | $7,888+37.3% | $5,124+111.3% |