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 | $147,872 | $60,022+146.4% | $88,946+66.2% | $84,808+74.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 14.71% | 22.43%-7.7pp | 57.82%-43.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,715 | $1,703+0.7% | $2,555-32.9% | $2,631-34.8% |
| Participant deferral / active EE | $5,039 | $3,114+61.8% | $4,581+10.0% | $4,212+19.7% |
| Admin fee / account holder | $7,040 | $4,811+46.3% | $8,261-14.8% | $7,344-4.1% |