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 | $148,445 | $93,346+59.0% | $71,796+106.8% | $273,961-45.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.93% | 130.39%-119.5pp | 78.04%-67.1pp | 41.45%-30.5pp |
| Employer contribution / active EE | $7,256 | $2,733+165.5% | $1,924+277.0% | $4,869+49.0% |
| Participant deferral / active EE | $3,740 | $3,475+7.6% | $2,794+33.8% | $5,287-29.3% |
| Admin fee / account holder | $7,738 | $6,571+17.8% | $4,815+60.7% | $10,132-23.6% |