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 | $118,482 | $63,764+85.8% | $81,930+44.6% | $79,858+48.4% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.33% | 22.66%-9.3pp | 29.49%-16.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $5,067 | $1,795+182.2% | $4,310+17.6% | $2,471+105.1% |
| Participant deferral / active EE | $6,141 | $2,780+120.9% | $7,107-13.6% | $3,740+64.2% |
| Admin fee / account holder | $53,456 | $4,426+1107.7% | $5,158+936.4% | $5,306+907.4% |