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 | $144,356 | $65,685+119.8% | $57,179+152.5% | $273,961-47.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.53% | 21.99%-13.5pp | 14.59%-6.1pp | 41.45%-32.9pp |
| Employer contribution / active EE | $9,492 | $3,279+189.5% | $2,682+253.9% | $4,869+95.0% |
| Participant deferral / active EE | $8,928 | $3,782+136.1% | $3,096+188.4% | $5,287+68.9% |
| Admin fee / account holder | $527 | $4,835-89.1% | $3,139-83.2% | $10,132-94.8% |