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 | $94,172 | $54,762+72.0% | $90,281+4.3% | $72,985+29.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.47% | 30.63%-6.2pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $4,635 | $2,092+121.5% | $2,854+62.4% | $2,440+90.0% |
| Participant deferral / active EE | $4,021 | $2,887+39.3% | $3,885+3.5% | $3,607+11.5% |
| Admin fee / account holder | $10,319 | $3,972+159.8% | $5,351+92.8% | $5,124+101.4% |