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 | $101,631 | $86,929+16.9% | $102,423-0.8% | $80,856+25.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.91% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $7,849 | $2,369+231.3% | $3,023+159.6% | $2,755+184.9% |
| Participant deferral / active EE | $5,023 | $4,118+22.0% | $5,053-0.6% | $4,296+16.9% |
| Admin fee / account holder | $3,889 | $8,049-51.7% | $9,451-58.9% | $6,918-43.8% |