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 | $157,368 | $83,337+88.8% | $67,834+132.0% | $273,961-42.6% |
| Participation rate | 91.3% | 76.4%+14.9pp | 68.8%+22.5pp | 83.0%+8.3pp |
| Annual return | 3.67% | 259.45%-255.8pp | 138.47%-134.8pp | 41.45%-37.8pp |
| Employer contribution / active EE | $7,783 | $3,287+136.8% | $2,403+223.9% | $4,869+59.9% |
| Participant deferral / active EE | $3,992 | $4,088-2.3% | $3,160+26.3% | $5,287-24.5% |
| Admin fee / account holder | $4,163 | $6,752-38.4% | $4,622-9.9% | $10,132-58.9% |