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 | $102,719 | $86,922+18.2% | $102,438+0.3% | $80,874+27.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.14% | 18.90%-6.8pp | 29.37%-17.2pp | 35.62%-23.5pp |
| Employer contribution / active EE | $10,046 | $2,369+324.0% | $3,024+232.2% | $2,756+264.6% |
| Participant deferral / active EE | $4,704 | $4,119+14.2% | $5,054-6.9% | $4,297+9.5% |
| Admin fee / account holder | $461 | $8,050-94.3% | $9,448-95.1% | $6,935-93.4% |