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 | $115,767 | $81,460+42.1% | $103,333+12.0% | $80,856+43.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.32% | 25.55%-13.2pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,338 | $3,105+104.1% | $3,868+63.9% | $2,755+130.1% |
| Participant deferral / active EE | $2,347 | $3,869-39.3% | $5,057-53.6% | $4,296-45.4% |
| Admin fee / account holder | $1,083 | $6,566-83.5% | $8,355-87.0% | $6,918-84.3% |