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 | $175,690 | $146,267+20.1% | $197,124-10.9% | $82,448+113.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 17.89% | 29.61%-11.7pp | 44.34%-26.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $7,560 | $4,723+60.1% | $6,227+21.4% | $2,551+196.4% |
| Participant deferral / active EE | $8,335 | $7,035+18.5% | $9,135-8.8% | $4,139+101.4% |
| Admin fee / account holder | $2,247 | $14,422-84.4% | $16,298-86.2% | $7,234-68.9% |