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 | $115,057 | $86,929+32.4% | $102,423+12.3% | $80,856+42.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.96% | 18.88%-6.9pp | 29.32%-17.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,756 | $2,369-25.9% | $3,023-41.9% | $2,755-36.3% |
| Participant deferral / active EE | $5,813 | $4,118+41.1% | $5,053+15.0% | $4,296+35.3% |
| Admin fee / account holder | $27,092 | $8,049+236.6% | $9,451+186.7% | $6,918+291.6% |