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 | $162,532 | $136,307+19.2% | $106,619+52.4% | $273,961-40.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.36% | 11.05%-2.7pp | 9.42%-1.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,317 | $5,190-74.6% | $3,947-66.6% | $4,869-73.0% |
| Participant deferral / active EE | $5,092 | $4,969+2.5% | $3,930+29.6% | $5,287-3.7% |
| Admin fee / account holder | $8,611 | $8,625-0.2% | $6,418+34.2% | $10,132-15.0% |