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 | $108,067 | $76,552+41.2% | $123,892-12.8% | $62,891+71.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.22% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $4,062 | $2,883+40.9% | $4,617-12.0% | $2,281+78.1% |
| Participant deferral / active EE | $6,175 | $4,840+27.6% | $5,984+3.2% | $3,203+92.8% |
| Admin fee / account holder | $751 | $4,826-84.4% | $8,357-91.0% | $4,296-82.5% |