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 | $141,930 | $90,503+56.8% | $78,689+80.4% | $273,961-48.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.58% | 75.60%-71.0pp | 62.18%-57.6pp | 41.45%-36.9pp |
| Employer contribution / active EE | $3,598 | $3,176+13.3% | $2,851+26.2% | $4,869-26.1% |
| Participant deferral / active EE | $2,090 | $3,901-46.4% | $3,517-40.6% | $5,287-60.5% |
| Admin fee / account holder | $1,343 | $5,263-74.5% | $4,510-70.2% | $10,132-86.7% |