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 | $106,326 | $93,071+14.2% | $74,583+42.6% | $273,961-61.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.87% | 26.18%-17.3pp | 20.47%-11.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $5,492 | $3,160+73.8% | $2,525+117.5% | $4,869+12.8% |
| Participant deferral / active EE | $4,880 | $4,160+17.3% | $3,458+41.1% | $5,287-7.7% |
| Admin fee / account holder | $664 | $5,272-87.4% | $4,138-84.0% | $10,132-93.5% |