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 | $139,731 | $101,724+37.4% | $164,813-15.2% | $80,856+72.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.04% | 16.72%-1.7pp | 69.93%-54.9pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,401 | $2,953+15.1% | $4,341-21.7% | $2,755+23.4% |
| Participant deferral / active EE | $5,783 | $4,477+29.2% | $6,031-4.1% | $4,296+34.6% |
| Admin fee / account holder | $11,484 | $8,227+39.6% | $12,690-9.5% | $6,918+66.0% |