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 | $123,628 | $72,277+71.0% | $101,248+22.1% | $79,858+54.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.61% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,365 | $2,692-12.1% | $3,660-35.4% | $2,471-4.3% |
| Participant deferral / active EE | $4,286 | $3,282+30.6% | $4,370-1.9% | $3,740+14.6% |
| Admin fee / account holder | $3,717 | $4,400-15.5% | $5,945-37.5% | $5,306-30.0% |