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 | $124,009 | $109,881+12.9% | $150,045-17.4% | $84,808+46.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.92% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $5,066 | $3,561+42.2% | $4,693+7.9% | $2,631+92.5% |
| Participant deferral / active EE | $12,657 | $6,636+90.7% | $7,997+58.3% | $4,212+200.5% |
| Admin fee / account holder | $8,396 | $8,568-2.0% | $13,435-37.5% | $7,344+14.3% |