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 | $150,644 | $99,341+51.6% | $84,750+77.8% | $273,961-45.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.18% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,656 | $4,214-37.0% | $3,574-25.7% | $4,869-45.5% |
| Participant deferral / active EE | $9,834 | $4,269+130.3% | $3,712+165.0% | $5,287+86.0% |
| Admin fee / account holder | $2,637 | $6,644-60.3% | $5,332-50.6% | $10,132-74.0% |