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 6-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 | $132,973 | $99,341+33.9% | $84,750+56.9% | $273,961-51.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.87% | 22.93%-18.1pp | 22.78%-17.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $10,211 | $4,214+142.3% | $3,574+185.7% | $4,869+109.7% |
| Participant deferral / active EE | $5,708 | $4,269+33.7% | $3,712+53.8% | $5,287+8.0% |
| Admin fee / account holder | $2,044 | $6,644-69.2% | $5,332-61.7% | $10,132-79.8% |