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 | $144,274 | $106,749+35.2% | $145,433-0.8% | $82,448+75.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.68% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,316 | $3,444-61.8% | $4,554-71.1% | $2,551-48.4% |
| Participant deferral / active EE | $10,972 | $6,519+68.3% | $7,897+38.9% | $4,139+165.1% |
| Admin fee / account holder | $4,042 | $8,390-51.8% | $13,129-69.2% | $7,234-44.1% |