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 | $123,029 | $81,460+51.0% | $103,333+19.1% | $80,856+52.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 19.50% | 25.55%-6.1pp | 24.88%-5.4pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,778 | $3,105-10.5% | $3,868-28.2% | $2,755+0.8% |
| Participant deferral / active EE | $8,438 | $3,869+118.1% | $5,057+66.8% | $4,296+96.4% |
| Admin fee / account holder | $4,592 | $6,566-30.1% | $8,355-45.0% | $6,918-33.6% |