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 | $206,821 | $93,346+121.6% | $71,796+188.1% | $273,961-24.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.88% | 130.39%-122.5pp | 78.04%-70.2pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,776 | $2,733+1.6% | $1,924+44.3% | $4,869-43.0% |
| Participant deferral / active EE | $3,100 | $3,475-10.8% | $2,794+10.9% | $5,287-41.4% |
| Admin fee / account holder | $1,137 | $6,571-82.7% | $4,815-76.4% | $10,132-88.8% |