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 | $87,804 | $65,685+33.7% | $57,179+53.6% | $273,961-68.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.69% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $4,514 | $3,279+37.7% | $2,682+68.3% | $4,869-7.3% |
| Participant deferral / active EE | $6,737 | $3,782+78.1% | $3,096+117.6% | $5,287+27.4% |
| Admin fee / account holder | $3,991 | $4,835-17.5% | $3,139+27.1% | $10,132-60.6% |