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 | $121,805 | $77,899+56.4% | $149,673-18.6% | $75,163+62.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.89% | 31.72%-10.8pp | 134.42%-113.5pp | 160.62%-139.7pp |
| Employer contribution / active EE | $3,907 | $3,137+24.5% | $4,818-18.9% | $2,670+46.3% |
| Participant deferral / active EE | $5,392 | $3,411+58.1% | $5,680-5.1% | $4,125+30.7% |
| Admin fee / account holder | $4,890 | $5,956-17.9% | $13,210-63.0% | $5,651-13.5% |