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 | $98,567 | $86,922+13.4% | $102,438-3.8% | $80,874+21.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.43% | 18.90%-6.5pp | 29.37%-16.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,002 | $2,369-15.5% | $3,024-33.8% | $2,756-27.3% |
| Participant deferral / active EE | $5,116 | $4,119+24.2% | $5,054+1.2% | $4,297+19.1% |
| Admin fee / account holder | $11,963 | $8,050+48.6% | $9,448+26.6% | $6,935+72.5% |