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 | $145,411 | $90,503+60.7% | $78,689+84.8% | $273,961-46.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.11% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $3,787 | $3,176+19.2% | $2,851+32.8% | $4,869-22.2% |
| Participant deferral / active EE | $4,893 | $3,901+25.4% | $3,517+39.1% | $5,287-7.5% |
| Admin fee / account holder | $656 | $5,263-87.5% | $4,510-85.5% | $10,132-93.5% |