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 | $188,668 | $88,707+112.7% | $74,183+154.3% | $273,961-31.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.58% | 11.94%-3.4pp | 17.74%-9.2pp | 41.45%-32.9pp |
| Employer contribution / active EE | $6,847 | $3,159+116.7% | $2,370+188.9% | $4,869+40.6% |
| Participant deferral / active EE | $6,431 | $4,212+52.7% | $3,550+81.2% | $5,287+21.6% |
| Admin fee / account holder | $18,086 | $8,717+107.5% | $5,586+223.8% | $10,132+78.5% |