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 | $163,936 | $110,257+48.7% | $96,544+69.8% | $139,434+17.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.27% | 26.32%-12.0pp | 25.84%-11.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,059 | $3,620-15.5% | $2,965+3.2% | $4,751-35.6% |
| Participant deferral / active EE | $2,735 | $5,548-50.7% | $4,851-43.6% | $6,710-59.2% |
| Admin fee / account holder | $8,156 | $11,591-29.6% | $8,252-1.2% | $11,403-28.5% |