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 | $125,739 | $95,803+31.2% | $113,168+11.1% | $84,808+48.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.45% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,815 | $2,360-23.1% | $2,975-39.0% | $2,631-31.0% |
| Participant deferral / active EE | $3,744 | $4,242-11.7% | $5,107-26.7% | $4,212-11.1% |
| Admin fee / account holder | $10,620 | $8,989+18.2% | $12,068-12.0% | $7,344+44.6% |