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 | $146,665 | $96,557+51.9% | $80,975+81.1% | $273,961-46.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.62% | 15.14%-9.5pp | 17.10%-11.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,200 | $4,868-75.3% | $3,714-67.7% | $4,869-75.3% |
| Participant deferral / active EE | $11,040 | $6,598+67.3% | $5,696+93.8% | $5,287+108.8% |
| Admin fee / account holder | $2,108 | $7,492-71.9% | $5,516-61.8% | $10,132-79.2% |