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 | $114,688 | $73,787+55.4% | $98,716+16.2% | $82,448+39.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 14.62% | 18.57%-3.9pp | 31.81%-17.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,670 | $1,511+275.2% | $2,279+148.8% | $2,551+122.3% |
| Participant deferral / active EE | $4,116 | $3,081+33.6% | $4,048+1.7% | $4,139-0.6% |
| Admin fee / account holder | $5,750 | $6,500-11.5% | $8,703-33.9% | $7,234-20.5% |