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 | $130,419 | $78,672+65.8% | $109,143+19.5% | $85,850+51.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 26.43% | 25.09%+1.3pp | 25.75%+0.7pp | 318.53%-292.1pp |
| Employer contribution / active EE | $4,520 | $2,735+65.3% | $3,722+21.4% | $2,565+76.2% |
| Participant deferral / active EE | $5,676 | $3,467+63.7% | $4,653+22.0% | $3,952+43.6% |
| Admin fee / account holder | $14,229 | $5,469+160.2% | $6,752+110.7% | $6,260+127.3% |