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 | $141,411 | $82,523+71.4% | $115,752+22.2% | $70,131+101.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 23.28% | 28.22%-4.9pp | 19.41%+3.9pp | 73.14%-49.9pp |
| Employer contribution / active EE | $3,782 | $2,758+37.1% | $3,492+8.3% | $2,342+61.5% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $26,424 | $4,552+480.5% | $6,278+320.9% | $4,645+468.8% |