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 | $146,329 | $81,248+80.1% | $155,509-5.9% | $80,856+81.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.93% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,112 | $3,100-31.9% | $4,672-54.8% | $2,755-23.3% |
| Participant deferral / active EE | $4,942 | $3,452+43.2% | $5,626-12.2% | $4,296+15.0% |
| Admin fee / account holder | $22,153 | $7,997+177.0% | $15,912+39.2% | $6,918+220.2% |