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 | $235,168 | $153,772+52.9% | $133,980+75.5% | $273,961-14.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.79% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $3,227 | $6,029-46.5% | $5,211-38.1% | $4,869-33.7% |
| Participant deferral / active EE | $11,513 | $6,958+65.5% | $6,282+83.3% | $5,287+117.8% |
| Admin fee / account holder | $553 | $11,765-95.3% | $9,324-94.1% | $10,132-94.5% |