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 | $121,986 | $80,968+50.7% | $96,544+26.4% | $75,163+62.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 16.92% | 27.06%-10.1pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,384 | $2,282+48.3% | $2,965+14.1% | $2,670+26.7% |
| Participant deferral / active EE | $4,714 | $3,928+20.0% | $4,851-2.8% | $4,125+14.3% |
| Admin fee / account holder | $7,159 | $6,724+6.5% | $8,252-13.2% | $5,651+26.7% |