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 | $101,206 | $67,606+49.7% | $82,313+23.0% | $70,131+44.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.82% | 21.57%-6.7pp | 25.88%-11.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $3,164 | $1,755+80.3% | $2,428+30.3% | $2,342+35.1% |
| Participant deferral / active EE | $5,362 | $2,987+79.5% | $3,706+44.7% | $3,332+60.9% |
| Admin fee / account holder | $7,267 | $4,512+61.1% | $5,608+29.6% | $4,645+56.4% |