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 | $109,190 | $93,571+16.7% | $135,903-19.7% | $75,163+45.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.68% | 30.90%-9.2pp | 68.23%-46.5pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,347 | $3,537-61.9% | $4,856-72.3% | $2,670-49.6% |
| Participant deferral / active EE | $3,603 | $6,404-43.7% | $7,758-53.6% | $4,125-12.7% |
| Admin fee / account holder | $1,208 | $6,975-82.7% | $10,762-88.8% | $5,651-78.6% |