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 | $100,070 | $79,944+25.2% | $98,439+1.7% | $75,163+33.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 17.07% | 19.75%-2.7pp | 21.16%-4.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $3,714 | $2,264+64.1% | $3,048+21.9% | $2,670+39.1% |
| Participant deferral / active EE | $5,584 | $3,752+48.8% | $4,738+17.9% | $4,125+35.4% |
| Admin fee / account holder | $4,820 | $6,840-29.5% | $8,948-46.1% | $5,651-14.7% |