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 | $221,578 | $99,341+123.0% | $84,750+161.4% | $273,961-19.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.99% | 22.93%-12.9pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $6,183 | $4,214+46.7% | $3,574+73.0% | $4,869+27.0% |
| Participant deferral / active EE | $14,765 | $4,269+245.8% | $3,712+297.8% | $5,287+179.3% |
| Admin fee / account holder | $398 | $6,644-94.0% | $5,332-92.5% | $10,132-96.1% |