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 | $134,309 | $99,985+34.3% | $146,665-8.4% | $85,850+56.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.00% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $3,736 | $2,559+46.0% | $4,136-9.7% | $2,565+45.7% |
| Participant deferral / active EE | $5,177 | $4,006+29.2% | $5,506-6.0% | $3,952+31.0% |
| Admin fee / account holder | $3,073 | $7,702-60.1% | $10,280-70.1% | $6,260-50.9% |