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 | $126,260 | $81,248+55.4% | $155,509-18.8% | $80,856+56.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.19% | 33.31%-20.1pp | 64.67%-51.5pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,238 | $3,100-27.8% | $4,672-52.1% | $2,755-18.8% |
| Participant deferral / active EE | $3,963 | $3,452+14.8% | $5,626-29.6% | $4,296-7.8% |
| Admin fee / account holder | $3,032 | $7,997-62.1% | $15,912-80.9% | $6,918-56.2% |