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 | $159,472 | $65,685+142.8% | $57,179+178.9% | $273,961-41.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 10.04% | 21.99%-11.9pp | 14.59%-4.5pp | 41.45%-31.4pp |
| Employer contribution / active EE | $11,889 | $3,279+262.6% | $2,682+343.2% | $4,869+144.2% |
| Participant deferral / active EE | $8,722 | $3,782+130.6% | $3,096+181.7% | $5,287+65.0% |
| Admin fee / account holder | $2,656 | $4,835-45.1% | $3,139-15.4% | $10,132-73.8% |