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 | $108,888 | $81,460+33.7% | $103,333+5.4% | $80,856+34.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.61% | 25.55%-12.9pp | 24.88%-12.3pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,656 | $3,105+114.4% | $3,868+72.1% | $2,755+141.6% |
| Participant deferral / active EE | $4,334 | $3,869+12.0% | $5,057-14.3% | $4,296+0.9% |
| Admin fee / account holder | $5,013 | $6,566-23.7% | $8,355-40.0% | $6,918-27.5% |