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 | $109,574 | $82,882+32.2% | $127,761-14.2% | $72,985+50.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 23.01% | 32.20%-9.2pp | 26.14%-3.1pp | 81.00%-58.0pp |
| Employer contribution / active EE | $4,404 | $3,346+31.6% | $4,574-3.7% | $2,440+80.5% |
| Participant deferral / active EE | $2,982 | $4,791-37.8% | $6,021-50.5% | $3,607-17.3% |
| Admin fee / account holder | $3,774 | $6,487-41.8% | $9,395-59.8% | $5,124-26.4% |