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 | $123,480 | $77,634+59.1% | $156,549-21.1% | $62,891+96.3% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.34% | 50.32%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $4,621 | $3,444+34.2% | $5,501-16.0% | $2,281+102.6% |
| Participant deferral / active EE | $2,747 | $3,045-9.8% | $4,871-43.6% | $3,203-14.2% |
| Admin fee / account holder | $5,381 | $5,561-3.2% | $13,027-58.7% | $4,296+25.3% |