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 | $245,533 | $96,557+154.3% | $80,975+203.2% | $273,961-10.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.97% | 15.14%-9.2pp | 17.10%-11.1pp | 41.45%-35.5pp |
| Employer contribution / active EE | $9,472 | $4,868+94.6% | $3,714+155.0% | $4,869+94.5% |
| Participant deferral / active EE | $11,180 | $6,598+69.4% | $5,696+96.3% | $5,287+111.4% |
| Admin fee / account holder | $494 | $7,492-93.4% | $5,516-91.0% | $10,132-95.1% |