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 | $143,535 | $148,978-3.7% | $200,582-28.4% | $84,808+69.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 41.55% | 28.16%+13.4pp | 42.33%-0.8pp | 40.90%+0.7pp |
| Employer contribution / active EE | $6,624 | $4,815+37.6% | $6,419+3.2% | $2,631+151.8% |
| Participant deferral / active EE | $7,952 | $7,142+11.3% | $9,331-14.8% | $4,212+88.8% |
| Admin fee / account holder | $3,074 | $13,977-78.0% | $16,305-81.1% | $7,344-58.1% |