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 | $144,077 | $109,881+31.1% | $150,045-4.0% | $84,808+69.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.16% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $6,491 | $3,561+82.3% | $4,693+38.3% | $2,631+146.7% |
| Participant deferral / active EE | $8,985 | $6,636+35.4% | $7,997+12.3% | $4,212+113.3% |
| Admin fee / account holder | $1,185 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |