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 | $113,409 | $64,348+76.2% | $90,160+25.8% | $70,131+61.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.26% | 28.13%-12.9pp | 34.88%-19.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,980 | $2,046+45.7% | $3,318-10.2% | $2,342+27.2% |
| Participant deferral / active EE | $6,707 | $4,389+52.8% | $5,288+26.8% | $3,332+101.3% |
| Admin fee / account holder | $1,856 | $3,944-52.9% | $5,943-68.8% | $4,645-60.1% |