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 | $116,230 | $96,557+20.4% | $80,975+43.5% | $273,961-57.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.68% | 15.14%-8.5pp | 17.10%-10.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,691 | $4,868-65.3% | $3,714-54.5% | $4,869-65.3% |
| Participant deferral / active EE | $6,291 | $6,598-4.6% | $5,696+10.4% | $5,287+19.0% |
| Admin fee / account holder | $1,604 | $7,492-78.6% | $5,516-70.9% | $10,132-84.2% |