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 | $153,342 | $99,341+54.4% | $84,750+80.9% | $273,961-44.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.60% | 22.93%-16.3pp | 22.78%-16.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,903 | $4,214-54.8% | $3,574-46.8% | $4,869-60.9% |
| Participant deferral / active EE | $7,621 | $4,269+78.5% | $3,712+105.3% | $5,287+44.1% |
| Admin fee / account holder | $37,185 | $6,644+459.7% | $5,332+597.4% | $10,132+267.0% |