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 | $116,129 | $78,672+47.6% | $109,143+6.4% | $85,850+35.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 29.51% | 25.09%+4.4pp | 25.75%+3.8pp | 318.53%-289.0pp |
| Employer contribution / active EE | $3,181 | $2,735+16.3% | $3,722-14.5% | $2,565+24.0% |
| Participant deferral / active EE | $7,580 | $3,467+118.6% | $4,653+62.9% | $3,952+91.8% |
| Admin fee / account holder | $11,059 | $5,469+102.2% | $6,752+63.8% | $6,260+76.7% |