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 | $170,739 | $99,341+71.9% | $84,750+101.5% | $273,961-37.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.34% | 22.93%-13.6pp | 22.78%-13.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $13,475 | $4,214+219.8% | $3,574+277.0% | $4,869+176.8% |
| Participant deferral / active EE | $1,078 | $4,269-74.7% | $3,712-70.9% | $5,287-79.6% |
| Admin fee / account holder | $1,691 | $6,644-74.5% | $5,332-68.3% | $10,132-83.3% |