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 | $229,253 | $92,222+148.6% | $76,768+198.6% | $135,375+69.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 10.57% | 5.46%+5.1pp | 2.43%+8.1pp | 519.73%-509.2pp |
| Employer contribution / active EE | $2,356 | $3,216-26.7% | $2,485-5.2% | $4,779-50.7% |
| Participant deferral / active EE | $5,285 | $4,509+17.2% | $3,852+37.2% | $5,609-5.8% |
| Admin fee / account holder | $11,250 | $10,748+4.7% | $6,675+68.5% | $10,827+3.9% |