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 | $121,270 | $99,341+22.1% | $84,750+43.1% | $273,961-55.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.94% | 22.93%-18.0pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $3,191 | $4,214-24.3% | $3,574-10.7% | $4,869-34.5% |
| Participant deferral / active EE | $6,825 | $4,269+59.9% | $3,712+83.9% | $5,287+29.1% |
| Admin fee / account holder | $1,236 | $6,644-81.4% | $5,332-76.8% | $10,132-87.8% |