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 | $113,164 | $76,367+48.2% | $93,606+20.9% | $72,985+55.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 23.75% | 25.82%-2.1pp | 32.76%-9.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,793 | $2,275-21.2% | $2,718-34.0% | $2,440-26.5% |
| Participant deferral / active EE | $3,604 | $3,538+1.9% | $4,069-11.4% | $3,607-0.1% |
| Admin fee / account holder | $3,072 | $6,838-55.1% | $7,888-61.1% | $5,124-40.1% |