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 | $125,155 | $86,929+44.0% | $102,423+22.2% | $80,856+54.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.62% | 18.88%-6.3pp | 29.32%-16.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,441 | $2,369+256.3% | $3,023+179.2% | $2,755+206.4% |
| Participant deferral / active EE | $6,663 | $4,118+61.8% | $5,053+31.9% | $4,296+55.1% |
| Admin fee / account holder | $6,277 | $8,049-22.0% | $9,451-33.6% | $6,918-9.3% |