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 | $132,923 | $95,803+38.7% | $113,168+17.5% | $84,808+56.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 12.58% | 25.00%-12.4pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,926 | $2,360-18.4% | $2,975-35.2% | $2,631-26.8% |
| Participant deferral / active EE | $7,171 | $4,242+69.0% | $5,107+40.4% | $4,212+70.3% |
| Admin fee / account holder | $2,810 | $8,989-68.7% | $12,068-76.7% | $7,344-61.7% |