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 | $134,105 | $52,580+155.1% | $71,671+87.1% | $70,131+91.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.34% | 20.25%-3.9pp | 20.65%-4.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,247 | $1,616-22.8% | $2,460-49.3% | $2,342-46.8% |
| Participant deferral / active EE | $6,842 | $2,386+186.7% | $3,438+99.0% | $3,332+105.3% |
| Admin fee / account holder | $786 | $3,653-78.5% | $5,558-85.9% | $4,645-83.1% |