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 | $114,463 | $99,341+15.2% | $84,750+35.1% | $273,961-58.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.23% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.2pp |
| Employer contribution / active EE | $3,292 | $4,214-21.9% | $3,574-7.9% | $4,869-32.4% |
| Participant deferral / active EE | $7,658 | $4,269+79.4% | $3,712+106.3% | $5,287+44.8% |
| Admin fee / account holder | $6,727 | $6,644+1.2% | $5,332+26.2% | $10,132-33.6% |