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 | $122,538 | $86,929+41.0% | $102,423+19.6% | $80,856+51.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.87% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,946 | $2,369+24.4% | $3,023-2.5% | $2,755+7.0% |
| Participant deferral / active EE | $9,108 | $4,118+121.2% | $5,053+80.3% | $4,296+112.0% |
| Admin fee / account holder | $5,279 | $8,049-34.4% | $9,451-44.1% | $6,918-23.7% |