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 | $166,150 | $146,267+13.6% | $197,124-15.7% | $82,448+101.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 13.90% | 29.61%-15.7pp | 44.34%-30.4pp | 41.64%-27.7pp |
| Employer contribution / active EE | $6,597 | $4,723+39.7% | $6,227+5.9% | $2,551+158.6% |
| Participant deferral / active EE | $7,128 | $7,035+1.3% | $9,135-22.0% | $4,139+72.2% |
| Admin fee / account holder | $7,054 | $14,422-51.1% | $16,298-56.7% | $7,234-2.5% |