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 | $117,747 | $77,634+51.7% | $156,549-24.8% | $62,891+87.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.28% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,913 | $3,444-44.4% | $5,501-65.2% | $2,281-16.1% |
| Participant deferral / active EE | $3,824 | $3,045+25.6% | $4,871-21.5% | $3,203+19.4% |
| Admin fee / account holder | $4,984 | $5,561-10.4% | $13,027-61.7% | $4,296+16.0% |