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 | $123,473 | $106,749+15.7% | $145,433-15.1% | $82,448+49.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.15% | 27.59%-11.4pp | 66.58%-50.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,915 | $3,444-15.4% | $4,554-36.0% | $2,551+14.3% |
| Participant deferral / active EE | $7,037 | $6,519+8.0% | $7,897-10.9% | $4,139+70.0% |
| Admin fee / account holder | $8,598 | $8,390+2.5% | $13,129-34.5% | $7,234+18.9% |