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 | $119,824 | $79,700+50.3% | $153,485-21.9% | $74,495+60.8% |
| Participation rate | 76.6% | 69.8%+6.8pp | 77.1%-0.4pp | 67.2%+9.4pp |
| Annual return | 16.36% | 15.07%+1.3pp | 15.65%+0.7pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $4,886 | $4,016+21.7% | $5,039-3.0% | $2,623+86.3% |
| Participant deferral / active EE | $8,120 | $5,315+52.8% | $6,757+20.2% | $4,346+86.9% |
| Admin fee / account holder | $6,280 | $1,790+250.9% | $12,724-50.6% | $1,942+223.4% |