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 | $111,247 | $80,968+37.4% | $96,544+15.2% | $75,163+48.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 24.90% | 27.06%-2.2pp | 25.84%-0.9pp | 160.62%-135.7pp |
| Employer contribution / active EE | $7,988 | $2,282+250.1% | $2,965+169.4% | $2,670+199.2% |
| Participant deferral / active EE | $7,576 | $3,928+92.9% | $4,851+56.2% | $4,125+83.7% |
| Admin fee / account holder | $6,367 | $6,724-5.3% | $8,252-22.9% | $5,651+12.7% |