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 | $118,417 | $88,707+33.5% | $74,183+59.6% | $273,961-56.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,977 | $3,159+215.8% | $2,370+321.0% | $4,869+104.9% |
| Participant deferral / active EE | $7,333 | $4,212+74.1% | $3,550+106.6% | $5,287+38.7% |
| Admin fee / account holder | $2,005 | $8,717-77.0% | $5,586-64.1% | $10,132-80.2% |