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 | $102,321 | $86,929+17.7% | $102,423-0.1% | $80,856+26.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 14.08% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,187 | $2,369+34.5% | $3,023+5.4% | $2,755+15.7% |
| Participant deferral / active EE | $6,848 | $4,118+66.3% | $5,053+35.5% | $4,296+59.4% |
| Admin fee / account holder | $1,074 | $8,049-86.7% | $9,451-88.6% | $6,918-84.5% |