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 | $186,677 | $88,707+110.4% | $74,183+151.6% | $273,961-31.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.56% | 11.94%-4.4pp | 17.74%-10.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,258 | $3,159-28.5% | $2,370-4.7% | $4,869-53.6% |
| Participant deferral / active EE | $5,111 | $4,212+21.3% | $3,550+44.0% | $5,287-3.3% |
| Admin fee / account holder | $5,099 | $8,717-41.5% | $5,586-8.7% | $10,132-49.7% |