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 | $184,074 | $88,707+107.5% | $74,183+148.1% | $273,961-32.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.49% | 11.94%-4.5pp | 17.74%-10.2pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,805 | $3,159-42.9% | $2,370-23.8% | $4,869-62.9% |
| Participant deferral / active EE | $7,755 | $4,212+84.1% | $3,550+118.5% | $5,287+46.7% |
| Admin fee / account holder | $31,053 | $8,717+256.2% | $5,586+455.9% | $10,132+206.5% |