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 | $161,437 | $132,239+22.1% | $105,722+52.7% | $273,961-41.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.08% | 10.07%-6.0pp | 12.25%-8.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,196 | $4,867-54.9% | $4,079-46.2% | $4,869-54.9% |
| Participant deferral / active EE | $8,719 | $6,233+39.9% | $5,326+63.7% | $5,287+64.9% |
| Admin fee / account holder | $64,492 | $12,032+436.0% | $8,308+676.2% | $10,132+536.5% |