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 | $122,265 | $73,787+65.7% | $98,716+23.9% | $82,448+48.3% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 17.19% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $10,005 | $1,511+562.1% | $2,279+339.1% | $2,551+292.2% |
| Participant deferral / active EE | $3,847 | $3,081+24.8% | $4,048-5.0% | $4,139-7.1% |
| Admin fee / account holder | $414 | $6,500-93.6% | $8,703-95.2% | $7,234-94.3% |