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 | $152,897 | $81,248+88.2% | $155,509-1.7% | $80,856+89.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.73% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.9pp |
| Employer contribution / active EE | $6,331 | $3,100+104.2% | $4,672+35.5% | $2,755+129.8% |
| Participant deferral / active EE | $3,638 | $3,452+5.4% | $5,626-35.3% | $4,296-15.3% |
| Admin fee / account holder | $2,456 | $7,997-69.3% | $15,912-84.6% | $6,918-64.5% |