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 | $109,881+32.3% | $150,045-3.1% | $84,808+71.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.89% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,150 | $3,561-11.5% | $4,693-32.9% | $2,631+19.7% |
| Participant deferral / active EE | $8,722 | $6,636+31.4% | $7,997+9.1% | $4,212+107.1% |
| Admin fee / account holder | $5,466 | $8,568-36.2% | $13,435-59.3% | $7,344-25.6% |