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 | $144,176 | $76,552+88.3% | $123,892+16.4% | $62,891+129.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.84% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,861 | $2,883+103.3% | $4,617+27.0% | $2,281+157.0% |
| Participant deferral / active EE | $6,683 | $4,840+38.1% | $5,984+11.7% | $3,203+108.6% |
| Admin fee / account holder | $7,921 | $4,826+64.1% | $8,357-5.2% | $4,296+84.4% |