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 | $138,727 | $125,758+10.3% | $169,993-18.4% | $75,163+84.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.24% | 27.20%-13.0pp | 53.37%-39.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $6,477 | $4,615+40.4% | $6,785-4.5% | $2,670+142.6% |
| Participant deferral / active EE | $6,065 | $6,837-11.3% | $10,408-41.7% | $4,125+47.0% |
| Admin fee / account holder | $44,067 | $8,173+439.2% | $12,815+243.9% | $5,651+679.8% |