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 | $123,319 | $86,929+41.9% | $102,423+20.4% | $80,856+52.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.06% | 18.88%-5.8pp | 29.32%-16.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,104 | $2,369+73.2% | $3,023+35.7% | $2,755+49.0% |
| Participant deferral / active EE | $5,060 | $4,118+22.9% | $5,053+0.1% | $4,296+17.8% |
| Admin fee / account holder | $16,233 | $8,049+101.7% | $9,451+71.8% | $6,918+134.6% |