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 | $115,489 | $76,552+50.9% | $123,892-6.8% | $62,891+83.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.30% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,692 | $2,883+62.8% | $4,617+1.6% | $2,281+105.7% |
| Participant deferral / active EE | $6,092 | $4,840+25.9% | $5,984+1.8% | $3,203+90.2% |
| Admin fee / account holder | $4,087 | $4,826-15.3% | $8,357-51.1% | $4,296-4.9% |