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 | $150,686 | $89,698+68.0% | $103,476+45.6% | $80,856+86.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.5%+19.5pp | 67.6%+32.4pp |
| Annual return | 16.47% | 22.78%-6.3pp | 23.90%-7.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $4,368 | $4,018+8.7% | $4,672-6.5% | $2,755+58.6% |
| Participant deferral / active EE | $6,136 | $5,456+12.5% | $6,623-7.3% | $4,296+42.8% |
| Admin fee / account holder | $7,545 | $6,768+11.5% | $9,413-19.8% | $6,918+9.1% |