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 | $148,027 | $109,881+34.7% | $150,045-1.3% | $84,808+74.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.61% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $7,859 | $3,561+120.7% | $4,693+67.5% | $2,631+198.7% |
| Participant deferral / active EE | $9,922 | $6,636+49.5% | $7,997+24.1% | $4,212+135.6% |
| Admin fee / account holder | $3,686 | $8,568-57.0% | $13,435-72.6% | $7,344-49.8% |