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 | $148,333 | $80,717+83.8% | $154,803-4.2% | $84,808+74.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.52% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $3,401 | $2,761+23.2% | $4,305-21.0% | $2,631+29.3% |
| Participant deferral / active EE | $6,989 | $3,303+111.6% | $5,540+26.1% | $4,212+65.9% |
| Admin fee / account holder | $13,363 | $6,746+98.1% | $14,329-6.7% | $7,344+82.0% |