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 | $127,683 | $86,929+46.9% | $102,423+24.7% | $80,856+57.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 21.40% | 18.88%+2.5pp | 29.32%-7.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $8,126 | $2,369+242.9% | $3,023+168.8% | $2,755+195.0% |
| Participant deferral / active EE | $3,944 | $4,118-4.2% | $5,053-21.9% | $4,296-8.2% |
| Admin fee / account holder | $5,597 | $8,049-30.5% | $9,451-40.8% | $6,918-19.1% |