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 | $150,911 | $90,503+66.7% | $78,689+91.8% | $273,961-44.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.63% | 75.60%-71.0pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $485 | $3,176-84.7% | $2,851-83.0% | $4,869-90.0% |
| Participant deferral / active EE | $3,002 | $3,901-23.0% | $3,517-14.6% | $5,287-43.2% |
| Admin fee / account holder | $2,817 | $5,263-46.5% | $4,510-37.5% | $10,132-72.2% |