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 | $114,284 | $74,927+52.5% | $101,794+12.3% | $84,808+34.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.30% | 18.70%-2.4pp | 30.53%-14.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,857 | $1,522+22.0% | $2,289-18.9% | $2,631-29.4% |
| Participant deferral / active EE | $4,562 | $3,099+47.2% | $4,084+11.7% | $4,212+8.3% |
| Admin fee / account holder | $12,023 | $6,514+84.6% | $8,777+37.0% | $7,344+63.7% |