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 | $150,101 | $87,166+72.2% | $76,735+95.6% | $137,256+9.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 15.93% | 26.50%-10.6pp | 29.77%-13.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,303 | $2,904+48.2% | $2,454+75.3% | $4,156+3.5% |
| Participant deferral / active EE | $10,351 | $4,726+119.0% | $4,088+153.2% | $6,407+61.6% |
| Admin fee / account holder | $404 | $8,403-95.2% | $7,189-94.4% | $12,270-96.7% |