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 | $127,271 | $88,707+43.5% | $74,183+71.6% | $273,961-53.5% |
| Participation rate | 92.9% | 79.4%+13.4pp | 76.6%+16.2pp | 83.0%+9.8pp |
| Annual return | 5.66% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $4,890 | $3,159+54.8% | $2,370+106.3% | $4,869+0.4% |
| Participant deferral / active EE | $7,857 | $4,212+86.5% | $3,550+121.3% | $5,287+48.6% |
| Admin fee / account holder | $1,007 | $8,717-88.5% | $5,586-82.0% | $10,132-90.1% |