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 | $153,676 | $95,803+60.4% | $113,168+35.8% | $84,808+81.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.56% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $5,739 | $2,360+143.2% | $2,975+92.9% | $2,631+118.1% |
| Participant deferral / active EE | $4,755 | $4,242+12.1% | $5,107-6.9% | $4,212+12.9% |
| Admin fee / account holder | $2,834 | $8,989-68.5% | $12,068-76.5% | $7,344-61.4% |