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 | $142,710 | $109,881+29.9% | $150,045-4.9% | $84,808+68.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 17.65% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,769 | $3,561+33.9% | $4,693+1.6% | $2,631+81.2% |
| Participant deferral / active EE | $9,951 | $6,636+50.0% | $7,997+24.4% | $4,212+136.3% |
| Admin fee / account holder | $2,401 | $8,568-72.0% | $13,435-82.1% | $7,344-67.3% |