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 | $126,479 | $96,557+31.0% | $80,975+56.2% | $273,961-53.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.56% | 15.14%-9.6pp | 17.10%-11.5pp | 41.45%-35.9pp |
| Employer contribution / active EE | $5,855 | $4,868+20.3% | $3,714+57.6% | $4,869+20.3% |
| Participant deferral / active EE | $5,476 | $6,598-17.0% | $5,696-3.9% | $5,287+3.6% |
| Admin fee / account holder | $26,179 | $7,492+249.4% | $5,516+374.6% | $10,132+158.4% |