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 | $160,706 | $99,341+61.8% | $84,750+89.6% | $273,961-41.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.92% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $13,503 | $4,214+220.4% | $3,574+277.8% | $4,869+177.3% |
| Participant deferral / active EE | $13,623 | $4,269+219.1% | $3,712+267.0% | $5,287+157.7% |
| Admin fee / account holder | $622 | $6,644-90.6% | $5,332-88.3% | $10,132-93.9% |