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 | $134,396 | $76,552+75.6% | $123,892+8.5% | $62,891+113.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.99% | 18.68%-12.7pp | 47.52%-41.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,670 | $2,883-7.4% | $4,617-42.2% | $2,281+17.0% |
| Participant deferral / active EE | $4,563 | $4,840-5.7% | $5,984-23.7% | $3,203+42.5% |
| Admin fee / account holder | $4,694 | $4,826-2.7% | $8,357-43.8% | $4,296+9.3% |