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 | $112,694 | $81,460+38.3% | $103,333+9.1% | $80,856+39.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 25.29% | 25.55%-0.3pp | 24.88%+0.4pp | 35.59%-10.3pp |
| Employer contribution / active EE | $2,855 | $3,105-8.1% | $3,868-26.2% | $2,755+3.6% |
| Participant deferral / active EE | $4,879 | $3,869+26.1% | $5,057-3.5% | $4,296+13.6% |
| Admin fee / account holder | $22,410 | $6,566+241.3% | $8,355+168.2% | $6,918+223.9% |