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 | $126,712 | $80,717+57.0% | $154,803-18.1% | $84,808+49.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.23% | 37.96%-23.7pp | 58.88%-44.7pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,933 | $2,761+78.7% | $4,305+14.6% | $2,631+87.5% |
| Participant deferral / active EE | $4,426 | $3,303+34.0% | $5,540-20.1% | $4,212+5.1% |
| Admin fee / account holder | $9,157 | $6,746+35.7% | $14,329-36.1% | $7,344+24.7% |