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 | $145,234 | $77,896+86.4% | $134,172+8.2% | $82,448+76.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 17.40% | 18.21%-0.8pp | 25.30%-7.9pp | 41.64%-24.2pp |
| Employer contribution / active EE | $9,752 | $2,159+351.6% | $3,420+185.2% | $2,551+282.3% |
| Participant deferral / active EE | $6,072 | $3,162+92.0% | $4,690+29.4% | $4,139+46.7% |
| Admin fee / account holder | $2,811 | $6,336-55.6% | $12,016-76.6% | $7,234-61.1% |