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 | $120,025 | $90,503+32.6% | $78,689+52.5% | $273,961-56.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.81% | 75.60%-68.8pp | 62.18%-55.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,985 | $3,176-37.5% | $2,851-30.4% | $4,869-59.2% |
| Participant deferral / active EE | $11,633 | $3,901+198.2% | $3,517+230.8% | $5,287+120.0% |
| Admin fee / account holder | $8,050 | $5,263+53.0% | $4,510+78.5% | $10,132-20.5% |