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 | $99,787 | $86,929+14.8% | $102,423-2.6% | $80,856+23.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.83% | 18.88%-3.1pp | 29.32%-13.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,027 | $2,369+69.9% | $3,023+33.2% | $2,755+46.2% |
| Participant deferral / active EE | $5,202 | $4,118+26.3% | $5,053+3.0% | $4,296+21.1% |
| Admin fee / account holder | $16,164 | $8,049+100.8% | $9,451+71.0% | $6,918+133.6% |