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 | $135,474 | $88,707+52.7% | $74,183+82.6% | $273,961-50.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.70% | 11.94%-2.2pp | 17.74%-8.0pp | 41.45%-31.7pp |
| Employer contribution / active EE | $6,052 | $3,159+91.6% | $2,370+155.4% | $4,869+24.3% |
| Participant deferral / active EE | $8,347 | $4,212+98.2% | $3,550+135.2% | $5,287+57.9% |
| Admin fee / account holder | $38,768 | $8,717+344.8% | $5,586+594.1% | $10,132+282.6% |