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 | $145,343 | $106,749+36.2% | $145,433-0.1% | $82,448+76.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.89% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,150 | $3,444-8.5% | $4,554-30.8% | $2,551+23.5% |
| Participant deferral / active EE | $8,722 | $6,519+33.8% | $7,897+10.4% | $4,139+110.7% |
| Admin fee / account holder | $5,466 | $8,390-34.8% | $13,129-58.4% | $7,234-24.4% |