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 | $137,562 | $99,341+38.5% | $84,750+62.3% | $273,961-49.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.28% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $11,522 | $4,214+173.4% | $3,574+222.4% | $4,869+136.7% |
| Participant deferral / active EE | $10,687 | $4,269+150.3% | $3,712+187.9% | $5,287+102.1% |
| Admin fee / account holder | $757 | $6,644-88.6% | $5,332-85.8% | $10,132-92.5% |