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 | $130,247 | $93,071+39.9% | $74,583+74.6% | $273,961-52.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.72% | 26.18%-18.5pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,294 | $3,160-27.4% | $2,525-9.2% | $4,869-52.9% |
| Participant deferral / active EE | $8,176 | $4,160+96.5% | $3,458+136.4% | $5,287+54.6% |
| Admin fee / account holder | $481 | $5,272-90.9% | $4,138-88.4% | $10,132-95.3% |