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 | $136,098 | $96,557+41.0% | $80,975+68.1% | $273,961-50.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 12.19% | 15.14%-2.9pp | 17.10%-4.9pp | 41.45%-29.3pp |
| Employer contribution / active EE | $2,364 | $4,868-51.4% | $3,714-36.4% | $4,869-51.5% |
| Participant deferral / active EE | $7,399 | $6,598+12.1% | $5,696+29.9% | $5,287+39.9% |
| Admin fee / account holder | $8,999 | $7,492+20.1% | $5,516+63.1% | $10,132-11.2% |