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 | $122,390 | $101,724+20.3% | $164,813-25.7% | $80,856+51.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.77% | 16.72%-2.9pp | 69.93%-56.2pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,875 | $2,953+65.0% | $4,341+12.3% | $2,755+76.9% |
| Participant deferral / active EE | $4,113 | $4,477-8.1% | $6,031-31.8% | $4,296-4.3% |
| Admin fee / account holder | $2,590 | $8,227-68.5% | $12,690-79.6% | $6,918-62.6% |