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 | $84,024 | $63,764+31.8% | $81,930+2.6% | $79,858+5.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 15.64% | 22.66%-7.0pp | 29.49%-13.9pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,784 | $1,795+55.1% | $4,310-35.4% | $2,471+12.7% |
| Participant deferral / active EE | $2,089 | $2,780-24.9% | $7,107-70.6% | $3,740-44.1% |
| Admin fee / account holder | $1,358 | $4,426-69.3% | $5,158-73.7% | $5,306-74.4% |