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 | $93,876 | $86,929+8.0% | $102,423-8.3% | $80,856+16.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.01% | 18.88%-2.9pp | 29.32%-13.3pp | 35.59%-19.6pp |
| Employer contribution / active EE | $4,569 | $2,369+92.8% | $3,023+51.1% | $2,755+65.9% |
| Participant deferral / active EE | $5,203 | $4,118+26.3% | $5,053+3.0% | $4,296+21.1% |
| Admin fee / account holder | $5,495 | $8,049-31.7% | $9,451-41.9% | $6,918-20.6% |