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 | $201,407 | $93,346+115.8% | $71,796+180.5% | $273,961-26.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.12% | 130.39%-122.3pp | 78.04%-69.9pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,019 | $2,733-62.7% | $1,924-47.1% | $4,869-79.1% |
| Participant deferral / active EE | $6,096 | $3,475+75.4% | $2,794+118.1% | $5,287+15.3% |
| Admin fee / account holder | $5,450 | $6,571-17.1% | $4,815+13.2% | $10,132-46.2% |