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 | $86,922+8.0% | $102,438-8.4% | $80,874+16.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.01% | 18.90%-2.9pp | 29.37%-13.4pp | 35.62%-19.6pp |
| Employer contribution / active EE | $4,569 | $2,369+92.8% | $3,024+51.1% | $2,756+65.8% |
| Participant deferral / active EE | $5,203 | $4,119+26.3% | $5,054+3.0% | $4,297+21.1% |
| Admin fee / account holder | $5,495 | $8,050-31.7% | $9,448-41.8% | $6,935-20.8% |