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 | $114,142 | $90,503+26.1% | $78,689+45.1% | $273,961-58.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 16.06% | 75.60%-59.5pp | 62.18%-46.1pp | 41.45%-25.4pp |
| Employer contribution / active EE | $7,724 | $3,176+143.2% | $2,851+171.0% | $4,869+58.6% |
| Participant deferral / active EE | $4,157 | $3,901+6.5% | $3,517+18.2% | $5,287-21.4% |
| Admin fee / account holder | $524 | $5,263-90.0% | $4,510-88.4% | $10,132-94.8% |