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 | $158,255 | $93,071+70.0% | $74,583+112.2% | $273,961-42.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.14% | 26.18%-19.0pp | 20.47%-13.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,063 | $3,160+123.5% | $2,525+179.7% | $4,869+45.1% |
| Participant deferral / active EE | $4,163 | $4,160+0.1% | $3,458+20.4% | $5,287-21.3% |
| Admin fee / account holder | $6,678 | $5,272+26.7% | $4,138+61.4% | $10,132-34.1% |