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 | $116,205 | $58,851+97.5% | $115,157+0.9% | $72,985+59.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 18.33% | 23.16%-4.8pp | 35.60%-17.3pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,956 | $1,798+8.8% | $3,179-38.5% | $2,440-19.8% |
| Participant deferral / active EE | $3,278 | $2,643+24.0% | $4,168-21.4% | $3,607-9.1% |
| Admin fee / account holder | $4,379 | $6,370-31.3% | $7,088-38.2% | $5,124-14.6% |