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 | $110,928 | $77,634+42.9% | $156,549-29.1% | $62,891+76.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.60% | 50.32%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,754 | $3,444+38.1% | $5,501-13.6% | $2,281+108.4% |
| Participant deferral / active EE | $6,354 | $3,045+108.6% | $4,871+30.4% | $3,203+98.4% |
| Admin fee / account holder | $5,785 | $5,561+4.0% | $13,027-55.6% | $4,296+34.7% |