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 | $126,381 | $71,050+77.9% | $93,606+35.0% | $80,856+56.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.15% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,753 | $1,564+12.1% | $2,420-27.5% | $2,755-36.4% |
| Participant deferral / active EE | $2,329 | $4,034-42.3% | $4,411-47.2% | $4,296-45.8% |
| Admin fee / account holder | $5,635 | $6,945-18.9% | $8,285-32.0% | $6,918-18.5% |