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 | $120,515 | $81,460+47.9% | $103,333+16.6% | $80,856+49.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.60% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $9,111 | $3,105+193.4% | $3,868+135.6% | $2,755+230.7% |
| Participant deferral / active EE | $6,914 | $3,869+78.7% | $5,057+36.7% | $4,296+60.9% |
| Admin fee / account holder | $4,349 | $6,566-33.8% | $8,355-47.9% | $6,918-37.1% |