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 | $154,389 | $138,562+11.4% | $246,525-37.4% | $116,875+32.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 14.77% | 16.14%-1.4pp | 0.46%+14.3pp | 16.29%-1.5pp |
| Employer contribution / active EE | $6,772 | $4,835+40.1% | $7,467-9.3% | $3,288+106.0% |
| Participant deferral / active EE | $4,490 | $4,207+6.7% | $5,422-17.2% | $3,885+15.6% |
| Admin fee / account holder | $10,742 | $18,110-40.7% | $16,551-35.1% | $12,263-12.4% |