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 | $86,295 | $76,552+12.7% | $123,892-30.3% | $62,891+37.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.34% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $7,137 | $2,883+147.6% | $4,617+54.6% | $2,281+212.9% |
| Participant deferral / active EE | $8,341 | $4,840+72.3% | $5,984+39.4% | $3,203+160.4% |
| Admin fee / account holder | $3,520 | $4,826-27.1% | $8,357-57.9% | $4,296-18.1% |