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 | $108,146 | $76,367+41.6% | $93,606+15.5% | $72,985+48.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.05% | 25.82%-4.8pp | 32.76%-11.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,712 | $2,275-24.7% | $2,718-37.0% | $2,440-29.8% |
| Participant deferral / active EE | $7,538 | $3,538+113.1% | $4,069+85.3% | $3,607+109.0% |
| Admin fee / account holder | $9,692 | $6,838+41.7% | $7,888+22.9% | $5,124+89.1% |