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 | $114,892 | $103,949+10.5% | $69,182+66.1% | $273,961-58.1% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 8.54% | 35.28%-26.7pp | -21.93%+30.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,728 | $1,783+109.1% | $1,206+209.0% | $4,869-23.4% |
| Participant deferral / active EE | $7,716 | $2,716+184.1% | $1,897+306.8% | $5,287+45.9% |
| Admin fee / account holder | $430 | $3,671-88.3% | $2,697-84.1% | $10,132-95.8% |