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 | $125,596 | $76,552+64.1% | $123,892+1.4% | $62,891+99.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.44% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,710 | $2,883+28.7% | $4,617-19.7% | $2,281+62.6% |
| Participant deferral / active EE | $5,453 | $4,840+12.7% | $5,984-8.9% | $3,203+70.2% |
| Admin fee / account holder | $28,093 | $4,826+482.2% | $8,357+236.2% | $4,296+554.0% |