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 | $104,802 | $87,037+20.4% | $106,201-1.3% | $80,874+29.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 36.87% | 17.05%+19.8pp | 116.26%-79.4pp | 35.62%+1.3pp |
| Employer contribution / active EE | $3,810 | $2,396+59.0% | $3,170+20.2% | $2,756+38.2% |
| Participant deferral / active EE | $6,590 | $3,986+65.3% | $5,012+31.5% | $4,297+53.4% |
| Admin fee / account holder | $3,276 | $8,434-61.2% | $11,039-70.3% | $6,935-52.8% |