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 | $131,606 | $96,557+36.3% | $80,975+62.5% | $273,961-52.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.74% | 15.14%-6.4pp | 17.10%-8.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,834 | $4,868-41.8% | $3,714-23.7% | $4,869-41.8% |
| Participant deferral / active EE | $5,661 | $6,598-14.2% | $5,696-0.6% | $5,287+7.1% |
| Admin fee / account holder | $4,136 | $7,492-44.8% | $5,516-25.0% | $10,132-59.2% |