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 | $188,236 | $88,707+112.2% | $74,183+153.7% | $273,961-31.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.21% | 11.94%-4.7pp | 17.74%-10.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $5,347 | $3,159+69.2% | $2,370+125.6% | $4,869+9.8% |
| Participant deferral / active EE | $6,245 | $4,212+48.3% | $3,550+75.9% | $5,287+18.1% |
| Admin fee / account holder | $751 | $8,717-91.4% | $5,586-86.6% | $10,132-92.6% |