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 | $172,507 | $88,707+94.5% | $74,183+132.5% | $273,961-37.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.29% | 11.94%-5.7pp | 17.74%-11.4pp | 41.45%-35.2pp |
| Employer contribution / active EE | $12,723 | $3,159+302.7% | $2,370+436.8% | $4,869+161.3% |
| Participant deferral / active EE | $14,231 | $4,212+237.9% | $3,550+300.9% | $5,287+169.2% |
| Admin fee / account holder | $5,032 | $8,717-42.3% | $5,586-9.9% | $10,132-50.3% |