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 | $122,037 | $77,813+56.8% | $123,544-1.2% | $64,186+90.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 9.41% | 12.48%-3.1pp | 119.20%-109.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $3,926 | $3,014+30.3% | $4,628-15.2% | $2,381+64.9% |
| Participant deferral / active EE | $4,438 | $5,240-15.3% | $6,426-30.9% | $3,470+27.9% |
| Admin fee / account holder | $2,997 | $5,519-45.7% | $9,284-67.7% | $4,888-38.7% |