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 | $101,448 | $76,367+32.8% | $93,606+8.4% | $72,985+39.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.20% | 25.82%-4.6pp | 32.76%-11.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,053 | $2,275-53.7% | $2,718-61.3% | $2,440-56.9% |
| Participant deferral / active EE | $4,219 | $3,538+19.2% | $4,069+3.7% | $3,607+17.0% |
| Admin fee / account holder | $1,201 | $6,838-82.4% | $7,888-84.8% | $5,124-76.6% |