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 | $157,654 | $109,413+44.1% | $156,263+0.9% | $84,808+85.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.70% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,793 | $2,907+30.5% | $4,333-12.5% | $2,631+44.2% |
| Participant deferral / active EE | $6,803 | $4,590+48.2% | $6,158+10.5% | $4,212+61.5% |
| Admin fee / account holder | $11,867 | $9,357+26.8% | $14,255-16.7% | $7,344+61.6% |