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 | $95,453+31.7% | $112,040+12.2% | $82,448+52.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 15.45% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,815 | $2,318-21.7% | $2,954-38.6% | $2,551-28.9% |
| Participant deferral / active EE | $3,744 | $4,224-11.4% | $5,098-26.6% | $4,139-9.6% |
| Admin fee / account holder | $10,620 | $9,013+17.8% | $12,098-12.2% | $7,234+46.8% |