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 | $121,273 | $76,552+58.4% | $123,892-2.1% | $62,891+92.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.77% | 18.68%-7.9pp | 47.52%-36.7pp | 20.14%-9.4pp |
| Employer contribution / active EE | $5,383 | $2,883+86.8% | $4,617+16.6% | $2,281+136.0% |
| Participant deferral / active EE | $7,353 | $4,840+51.9% | $5,984+22.9% | $3,203+129.6% |
| Admin fee / account holder | $516 | $4,826-89.3% | $8,357-93.8% | $4,296-88.0% |