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 | $103,273 | $74,927+37.8% | $101,794+1.5% | $84,808+21.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 14.87% | 18.70%-3.8pp | 30.53%-15.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,140 | $1,522+106.3% | $2,289+37.2% | $2,631+19.3% |
| Participant deferral / active EE | $6,868 | $3,099+121.6% | $4,084+68.2% | $4,212+63.1% |
| Admin fee / account holder | $8,071 | $6,514+23.9% | $8,777-8.0% | $7,344+9.9% |