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 | $110,096 | $88,707+24.1% | $74,183+48.4% | $273,961-59.8% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 8.26% | 11.94%-3.7pp | 17.74%-9.5pp | 41.45%-33.2pp |
| Employer contribution / active EE | $6,898 | $3,159+118.3% | $2,370+191.1% | $4,869+41.7% |
| Participant deferral / active EE | $6,042 | $4,212+43.5% | $3,550+70.2% | $5,287+14.3% |
| Admin fee / account holder | $4,990 | $8,717-42.8% | $5,586-10.7% | $10,132-50.8% |