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 | $146,406 | $109,881+33.2% | $150,045-2.4% | $84,808+72.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.42% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $3,068 | $3,561-13.8% | $4,693-34.6% | $2,631+16.6% |
| Participant deferral / active EE | $8,963 | $6,636+35.1% | $7,997+12.1% | $4,212+112.8% |
| Admin fee / account holder | $11,207 | $8,568+30.8% | $13,435-16.6% | $7,344+52.6% |