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 | $156,381 | $94,031+66.3% | $115,768+35.1% | $82,448+89.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 14.00% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,635 | $2,323+56.4% | $2,940+23.6% | $2,551+42.5% |
| Participant deferral / active EE | $4,610 | $3,972+16.1% | $4,917-6.2% | $4,139+11.4% |
| Admin fee / account holder | $2,863 | $10,249-72.1% | $12,439-77.0% | $7,234-60.4% |