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 | $95,803+70.9% | $113,168+44.6% | $84,808+93.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 16.07% | 25.00%-8.9pp | 24.27%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,179 | $2,360-7.7% | $2,975-26.7% | $2,631-17.2% |
| Participant deferral / active EE | $6,890 | $4,242+62.4% | $5,107+34.9% | $4,212+63.6% |
| Admin fee / account holder | $439 | $8,989-95.1% | $12,068-96.4% | $7,344-94.0% |