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 | $127,106 | $106,749+19.1% | $145,433-12.6% | $82,448+54.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.18% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $5,687 | $3,444+65.1% | $4,554+24.9% | $2,551+122.9% |
| Participant deferral / active EE | $10,305 | $6,519+58.1% | $7,897+30.5% | $4,139+149.0% |
| Admin fee / account holder | $2,509 | $8,390-70.1% | $13,129-80.9% | $7,234-65.3% |