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 | $112,918 | $125,758-10.2% | $169,993-33.6% | $75,163+50.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 21.88% | 27.20%-5.3pp | 53.37%-31.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $3,263 | $4,615-29.3% | $6,785-51.9% | $2,670+22.2% |
| Participant deferral / active EE | $4,199 | $6,837-38.6% | $10,408-59.7% | $4,125+1.8% |
| Admin fee / account holder | $6,327 | $8,173-22.6% | $12,815-50.6% | $5,651+12.0% |