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 | $159,029 | $88,707+79.3% | $74,183+114.4% | $273,961-42.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 5.98% | 11.94%-6.0pp | 17.74%-11.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,714 | $3,159+80.9% | $2,370+141.1% | $4,869+17.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,968 | $8,717-31.5% | $5,586+6.8% | $10,132-41.1% |