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 | $199,430 | $99,341+100.8% | $84,750+135.3% | $273,961-27.2% |
| Participation rate | 90.9% | 80.7%+10.2pp | 76.6%+14.3pp | 83.0%+7.9pp |
| Annual return | 6.65% | 22.93%-16.3pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $8,177 | $4,214+94.1% | $3,574+128.8% | $4,869+67.9% |
| Participant deferral / active EE | $9,498 | $4,269+122.5% | $3,712+155.9% | $5,287+79.6% |
| Admin fee / account holder | $40,548 | $6,644+510.3% | $5,332+660.4% | $10,132+300.2% |