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 | $112,981 | $123,793-8.7% | $177,821-36.5% | $79,858+41.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 20.96% | 22.82%-1.9pp | 48.32%-27.4pp | 31.71%-10.8pp |
| Employer contribution / active EE | $7,269 | $4,095+77.5% | $5,918+22.8% | $2,471+194.2% |
| Participant deferral / active EE | $9,730 | $5,956+63.4% | $7,714+26.1% | $3,740+160.1% |
| Admin fee / account holder | $11,870 | $7,243+63.9% | $12,427-4.5% | $5,306+123.7% |