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 | $142,659 | $88,707+60.8% | $74,183+92.3% | $273,961-47.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.38% | 11.94%+1.4pp | 17.74%-4.4pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,559 | $3,159-50.7% | $2,370-34.2% | $4,869-68.0% |
| Participant deferral / active EE | $3,358 | $4,212-20.3% | $3,550-5.4% | $5,287-36.5% |
| Admin fee / account holder | $2,593 | $8,717-70.3% | $5,586-53.6% | $10,132-74.4% |