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 | $126,985 | $87,841+44.6% | $133,980-5.2% | $62,891+101.9% |
| Participation rate | 91.2% | 83.4%+7.8pp | 87.1%+4.2pp | 69.3%+21.9pp |
| Annual return | 6.65% | 12.05%-5.4pp | 29.30%-22.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $4,930 | $3,483+41.5% | $5,211-5.4% | $2,281+116.1% |
| Participant deferral / active EE | $5,000 | $4,812+3.9% | $6,282-20.4% | $3,203+56.1% |
| Admin fee / account holder | $1,019 | $5,371-81.0% | $9,324-89.1% | $4,296-76.3% |