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 | $126,500 | $80,717+56.7% | $154,803-18.3% | $84,808+49.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.38% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $4,989 | $2,761+80.7% | $4,305+15.9% | $2,631+89.6% |
| Participant deferral / active EE | $7,869 | $3,303+138.2% | $5,540+42.0% | $4,212+86.9% |
| Admin fee / account holder | $6,465 | $6,746-4.2% | $14,329-54.9% | $7,344-12.0% |