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 | $132,783 | $86,929+52.7% | $102,423+29.6% | $80,856+64.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.13% | 18.88%-7.8pp | 29.32%-18.2pp | 35.59%-24.5pp |
| Employer contribution / active EE | $5,643 | $2,369+138.2% | $3,023+86.7% | $2,755+104.9% |
| Participant deferral / active EE | $4,486 | $4,118+8.9% | $5,053-11.2% | $4,296+4.4% |
| Admin fee / account holder | $40,405 | $8,049+402.0% | $9,451+327.5% | $6,918+484.1% |