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 | $162,775 | $99,341+63.9% | $84,750+92.1% | $273,961-40.6% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 7.21% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.2pp |
| Employer contribution / active EE | $12,835 | $4,214+204.6% | $3,574+259.1% | $4,869+163.6% |
| Participant deferral / active EE | $3,990 | $4,269-6.5% | $3,712+7.5% | $5,287-24.5% |
| Admin fee / account holder | $1,688 | $6,644-74.6% | $5,332-68.3% | $10,132-83.3% |