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 | $114,781 | $81,460+40.9% | $103,333+11.1% | $80,856+42.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 24.45% | 25.55%-1.1pp | 24.88%-0.4pp | 35.59%-11.1pp |
| Employer contribution / active EE | $3,593 | $3,105+15.7% | $3,868-7.1% | $2,755+30.4% |
| Participant deferral / active EE | $11,232 | $3,869+190.3% | $5,057+122.1% | $4,296+161.5% |
| Admin fee / account holder | $21,209 | $6,566+223.0% | $8,355+153.9% | $6,918+206.6% |