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 | $137,833 | $81,248+69.6% | $155,509-11.4% | $80,856+70.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.52% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $5,801 | $3,100+87.1% | $4,672+24.2% | $2,755+110.6% |
| Participant deferral / active EE | $7,048 | $3,452+104.2% | $5,626+25.3% | $4,296+64.1% |
| Admin fee / account holder | $7,290 | $7,997-8.8% | $15,912-54.2% | $6,918+5.4% |