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 | $119,168 | $95,803+24.4% | $113,168+5.3% | $84,808+40.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.39% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,201 | $2,360+35.6% | $2,975+7.6% | $2,631+21.7% |
| Participant deferral / active EE | $6,200 | $4,242+46.2% | $5,107+21.4% | $4,212+47.2% |
| Admin fee / account holder | $1,281 | $8,989-85.8% | $12,068-89.4% | $7,344-82.6% |