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 | $120,749 | $80,717+49.6% | $154,803-22.0% | $84,808+42.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.06% | 37.96%-21.9pp | 58.88%-42.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $6,023 | $2,761+118.1% | $4,305+39.9% | $2,631+128.9% |
| Participant deferral / active EE | $8,073 | $3,303+144.4% | $5,540+45.7% | $4,212+91.7% |
| Admin fee / account holder | $1,286 | $6,746-80.9% | $14,329-91.0% | $7,344-82.5% |