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 | $119,786 | $138,347-13.4% | $184,203-35.0% | $80,856+48.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.15% | 20.02%-6.9pp | 28.81%-15.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $12,742 | $4,850+162.7% | $6,427+98.3% | $2,755+362.5% |
| Participant deferral / active EE | $7,567 | $7,071+7.0% | $9,131-17.1% | $4,296+76.1% |
| Admin fee / account holder | $2,585 | $10,483-75.3% | $13,901-81.4% | $6,918-62.6% |