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 | $163,684 | $95,453+71.5% | $112,040+46.1% | $82,448+98.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 16.07% | 23.92%-7.9pp | 24.52%-8.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,179 | $2,318-6.0% | $2,954-26.2% | $2,551-14.6% |
| Participant deferral / active EE | $6,890 | $4,224+63.1% | $5,098+35.2% | $4,139+66.4% |
| Admin fee / account holder | $439 | $9,013-95.1% | $12,098-96.4% | $7,234-93.9% |