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 | $161,856 | $88,707+82.5% | $74,183+118.2% | $273,961-40.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.61% | 11.94%-3.3pp | 17.74%-9.1pp | 41.45%-32.8pp |
| Employer contribution / active EE | $9,457 | $3,159+199.3% | $2,370+299.0% | $4,869+94.2% |
| Participant deferral / active EE | $5,666 | $4,212+34.5% | $3,550+59.6% | $5,287+7.2% |
| Admin fee / account holder | $3,051 | $8,717-65.0% | $5,586-45.4% | $10,132-69.9% |