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 | $136,454 | $109,881+24.2% | $150,045-9.1% | $84,808+60.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.78% | 28.25%-12.5pp | 62.55%-46.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,429 | $3,561-3.7% | $4,693-26.9% | $2,631+30.3% |
| Participant deferral / active EE | $11,116 | $6,636+67.5% | $7,997+39.0% | $4,212+163.9% |
| Admin fee / account holder | $32,237 | $8,568+276.2% | $13,435+140.0% | $7,344+339.0% |