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 | $145,405 | $80,717+80.1% | $154,803-6.1% | $84,808+71.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.62% | 37.96%-19.3pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $8,833 | $2,761+219.9% | $4,305+105.2% | $2,631+235.7% |
| Participant deferral / active EE | $5,221 | $3,303+58.1% | $5,540-5.8% | $4,212+24.0% |
| Admin fee / account holder | $5,510 | $6,746-18.3% | $14,329-61.5% | $7,344-25.0% |