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 | $103,190 | $58,828+75.4% | $77,999+32.3% | $62,891+64.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.11% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,469 | $1,672+47.7% | $2,4700% | $2,281+8.3% |
| Participant deferral / active EE | $4,237 | $2,686+57.8% | $3,497+21.2% | $3,203+32.3% |
| Admin fee / account holder | $6,045 | $4,393+37.6% | $5,480+10.3% | $4,296+40.7% |