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 | $140,445 | $90,503+55.2% | $78,689+78.5% | $273,961-48.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 2.57% | 75.60%-73.0pp | 62.18%-59.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $3,696 | $3,176+16.4% | $2,851+29.7% | $4,869-24.1% |
| Participant deferral / active EE | $6,300 | $3,901+61.5% | $3,517+79.1% | $5,287+19.2% |
| Admin fee / account holder | $90,986 | $5,263+1628.7% | $4,510+1917.3% | $10,132+798.0% |