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 | $153,852 | $99,341+54.9% | $84,750+81.5% | $273,961-43.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.18% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $9,471 | $4,214+124.8% | $3,574+165.0% | $4,869+94.5% |
| Participant deferral / active EE | $6,024 | $4,269+41.1% | $3,712+62.3% | $5,287+13.9% |
| Admin fee / account holder | $3,390 | $6,644-49.0% | $5,332-36.4% | $10,132-66.5% |