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 | $141,604 | $93,071+52.1% | $74,583+89.9% | $273,961-48.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.91% | 26.18%-21.3pp | 20.47%-15.6pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,609 | $3,160+14.2% | $2,525+42.9% | $4,869-25.9% |
| Participant deferral / active EE | $5,870 | $4,160+41.1% | $3,458+69.8% | $5,287+11.0% |
| Admin fee / account holder | $615 | $5,272-88.3% | $4,138-85.1% | $10,132-93.9% |