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 | $160,038 | $138,347+15.7% | $184,203-13.1% | $80,856+97.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 26.62% | 20.02%+6.6pp | 28.81%-2.2pp | 35.59%-9.0pp |
| Employer contribution / active EE | $6,106 | $4,850+25.9% | $6,427-5.0% | $2,755+121.6% |
| Participant deferral / active EE | $12,839 | $7,071+81.6% | $9,131+40.6% | $4,296+198.9% |
| Admin fee / account holder | $924 | $10,483-91.2% | $13,901-93.3% | $6,918-86.6% |