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 | $128,771 | $99,985+28.8% | $146,665-12.2% | $85,850+50.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.72% | 18.93%-2.2pp | 22.74%-6.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,087 | $2,559+20.6% | $4,136-25.4% | $2,565+20.3% |
| Participant deferral / active EE | $4,666 | $4,006+16.5% | $5,506-15.3% | $3,952+18.1% |
| Admin fee / account holder | $483 | $7,702-93.7% | $10,280-95.3% | $6,260-92.3% |