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 | $137,590 | $96,557+42.5% | $80,975+69.9% | $273,961-49.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 29.92% | 15.14%+14.8pp | 17.10%+12.8pp | 41.45%-11.5pp |
| Employer contribution / active EE | $5,946 | $4,868+22.1% | $3,714+60.1% | $4,869+22.1% |
| Participant deferral / active EE | $4,766 | $6,598-27.8% | $5,696-16.3% | $5,287-9.9% |
| Admin fee / account holder | $14,098 | $7,492+88.2% | $5,516+155.6% | $10,132+39.1% |