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 | $187,011 | $96,557+93.7% | $80,975+131.0% | $273,961-31.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.61% | 15.14%-7.5pp | 17.10%-9.5pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,132 | $4,868-35.7% | $3,714-15.7% | $4,869-35.7% |
| Participant deferral / active EE | $15,255 | $6,598+131.2% | $5,696+167.8% | $5,287+188.5% |
| Admin fee / account holder | $6,854 | $7,492-8.5% | $5,516+24.3% | $10,132-32.4% |