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 | $122,528 | $77,896+57.3% | $134,172-8.7% | $82,448+48.6% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 12.34% | 18.21%-5.9pp | 25.30%-13.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $5,893 | $2,159+172.9% | $3,420+72.3% | $2,551+131.0% |
| Participant deferral / active EE | $4,230 | $3,162+33.8% | $4,690-9.8% | $4,139+2.2% |
| Admin fee / account holder | $4,299 | $6,336-32.1% | $12,016-64.2% | $7,234-40.6% |