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 | $118,824 | $80,717+47.2% | $154,803-23.2% | $84,808+40.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.45% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,559 | $2,761-7.3% | $4,305-40.6% | $2,631-2.7% |
| Participant deferral / active EE | $7,384 | $3,303+123.5% | $5,540+33.3% | $4,212+75.3% |
| Admin fee / account holder | $21,744 | $6,746+222.3% | $14,329+51.7% | $7,344+196.1% |