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 | $110,397 | $86,929+27.0% | $102,423+7.8% | $80,856+36.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.87% | 18.88%-7.0pp | 29.32%-17.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,889 | $2,369+21.9% | $3,023-4.4% | $2,755+4.9% |
| Participant deferral / active EE | $9,407 | $4,118+128.4% | $5,053+86.2% | $4,296+119.0% |
| Admin fee / account holder | $6,669 | $8,049-17.2% | $9,451-29.4% | $6,918-3.6% |