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 | $132,652 | $99,341+33.5% | $84,750+56.5% | $273,961-51.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.98% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $6,756 | $4,214+60.3% | $3,574+89.0% | $4,869+38.8% |
| Participant deferral / active EE | $4,124 | $4,269-3.4% | $3,712+11.1% | $5,287-22.0% |
| Admin fee / account holder | $4,994 | $6,644-24.8% | $5,332-6.3% | $10,132-50.7% |