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 | $144,476 | $106,515+35.6% | $96,683+49.4% | $139,434+3.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.67% | 38.43%-25.8pp | 35.69%-23.0pp | 372.94%-360.3pp |
| Employer contribution / active EE | $6,006 | $4,103+46.4% | $3,737+60.7% | $4,751+26.4% |
| Participant deferral / active EE | $14,332 | $5,454+162.8% | $4,878+193.8% | $6,710+113.6% |
| Admin fee / account holder | $4,297 | $7,877-45.5% | $6,730-36.2% | $11,403-62.3% |