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 | $181,546 | $99,341+82.8% | $84,750+114.2% | $273,961-33.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.86% | 22.93%-13.1pp | 22.78%-12.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $4,505 | $4,214+6.9% | $3,574+26.0% | $4,869-7.5% |
| Participant deferral / active EE | $10,349 | $4,269+142.4% | $3,712+178.8% | $5,287+95.7% |
| Admin fee / account holder | $564 | $6,644-91.5% | $5,332-89.4% | $10,132-94.4% |