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 | $93,120 | $228,332-59.2% | $185,823-49.9% | $158,922-41.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 7.33% | 40.80%-33.5pp | 35.95%-28.6pp | 302.83%-295.5pp |
| Employer contribution / active EE | $4,046 | $4,967-18.5% | $4,087-1.0% | $4,761-15.0% |
| Participant deferral / active EE | $7,256 | $6,415+13.1% | $5,632+28.8% | $5,982+21.3% |
| Admin fee / account holder | $5,247 | $11,864-55.8% | $9,500-44.8% | $11,246-53.3% |