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 | $105,036 | $109,881-4.4% | $150,045-30.0% | $84,808+23.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.98% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $5,170 | $3,561+45.2% | $4,693+10.2% | $2,631+96.5% |
| Participant deferral / active EE | $11,139 | $6,636+67.9% | $7,997+39.3% | $4,212+164.5% |
| Admin fee / account holder | $6,671 | $8,568-22.1% | $13,435-50.3% | $7,344-9.2% |