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 | $116,132 | $86,929+33.6% | $102,423+13.4% | $80,856+43.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.25% | 18.88%-6.6pp | 29.32%-17.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $6,246 | $2,369+163.6% | $3,023+106.6% | $2,755+126.7% |
| Participant deferral / active EE | $6,186 | $4,118+50.2% | $5,053+22.4% | $4,296+44.0% |
| Admin fee / account holder | $24,958 | $8,049+210.1% | $9,451+164.1% | $6,918+260.8% |