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 | $164,597 | $123,793+33.0% | $177,821-7.4% | $79,858+106.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.31% | 22.82%-7.5pp | 48.32%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $4,554 | $4,095+11.2% | $5,918-23.0% | $2,471+84.3% |
| Participant deferral / active EE | $3,566 | $5,956-40.1% | $7,714-53.8% | $3,740-4.7% |
| Admin fee / account holder | $7,594 | $7,243+4.9% | $12,427-38.9% | $5,306+43.1% |