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 | $103,409 | $76,367+35.4% | $93,606+10.5% | $72,985+41.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.23% | 25.82%-6.6pp | 32.76%-13.5pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,990 | $2,275+31.4% | $2,718+10.0% | $2,440+22.5% |
| Participant deferral / active EE | $6,613 | $3,538+86.9% | $4,069+62.5% | $3,607+83.3% |
| Admin fee / account holder | $4,001 | $6,838-41.5% | $7,888-49.3% | $5,124-21.9% |