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 | $206,451 | $65,685+214.3% | $57,179+261.1% | $273,961-24.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.73% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.7pp |
| Employer contribution / active EE | $4,810 | $3,279+46.7% | $2,682+79.3% | $4,869-1.2% |
| Participant deferral / active EE | $2,755 | $3,782-27.1% | $3,096-11.0% | $5,287-47.9% |
| Admin fee / account holder | $2,371 | $4,835-51.0% | $3,139-24.5% | $10,132-76.6% |