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 | $165,532 | $106,584+55.3% | $101,326+63.4% | $142,382+16.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.46% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $7,500 | $3,956+89.6% | $3,665+104.6% | $4,299+74.4% |
| Participant deferral / active EE | $10,250 | $8,297+23.5% | $7,994+28.2% | $6,507+57.5% |
| Admin fee / account holder | $9,792 | $11,446-14.4% | $11,185-12.5% | $12,624-22.4% |