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 | $158,771 | $48,076+230.2% | $78,689+101.8% | $62,891+152.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.83% | 31.35%-24.5pp | 62.18%-55.3pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,147 | $2,015+155.5% | $2,851+80.6% | $2,281+125.7% |
| Participant deferral / active EE | $2,565 | $2,588-0.9% | $3,517-27.1% | $3,203-19.9% |
| Admin fee / account holder | $30,108 | $3,207+838.7% | $4,510+567.5% | $4,296+600.9% |