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 | $108,278 | $86,929+24.6% | $102,423+5.7% | $80,856+33.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.33% | 18.88%-7.6pp | 29.32%-18.0pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,417 | $2,369+2.0% | $3,023-20.1% | $2,755-12.3% |
| Participant deferral / active EE | $6,672 | $4,118+62.0% | $5,053+32.0% | $4,296+55.3% |
| Admin fee / account holder | $15,391 | $8,049+91.2% | $9,451+62.9% | $6,918+122.5% |