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 | $147,277 | $99,341+48.3% | $84,750+73.8% | $273,961-46.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.51% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-31.9pp |
| Employer contribution / active EE | $15,252 | $4,214+262.0% | $3,574+326.7% | $4,869+213.3% |
| Participant deferral / active EE | $9,987 | $4,269+133.9% | $3,712+169.1% | $5,287+88.9% |
| Admin fee / account holder | $630 | $6,644-90.5% | $5,332-88.2% | $10,132-93.8% |