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 | $140,734 | $76,552+83.8% | $123,892+13.6% | $62,891+123.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.85% | 18.68%-8.8pp | 47.52%-37.7pp | 20.14%-10.3pp |
| Employer contribution / active EE | $1,317 | $2,883-54.3% | $4,617-71.5% | $2,281-42.2% |
| Participant deferral / active EE | $7,221 | $4,840+49.2% | $5,984+20.7% | $3,203+125.4% |
| Admin fee / account holder | $654 | $4,826-86.4% | $8,357-92.2% | $4,296-84.8% |