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 | $123,910 | $71,050+74.4% | $93,606+32.4% | $80,856+53.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.25% | 11.26%+2.0pp | 133.20%-119.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,543 | $1,564+318.4% | $2,420+170.4% | $2,755+137.5% |
| Participant deferral / active EE | $6,548 | $4,034+62.3% | $4,411+48.4% | $4,296+52.4% |
| Admin fee / account holder | $10,744 | $6,945+54.7% | $8,285+29.7% | $6,918+55.3% |