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 | $156,797 | $123,793+26.7% | $177,821-11.8% | $79,858+96.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.91% | 22.82%-11.9pp | 48.32%-37.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $3,904 | $4,095-4.7% | $5,918-34.0% | $2,471+58.0% |
| Participant deferral / active EE | $10,797 | $5,956+81.3% | $7,714+40.0% | $3,740+188.7% |
| Admin fee / account holder | $3,450 | $7,243-52.4% | $12,427-72.2% | $5,306-35.0% |