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 | $158,315 | $90,503+74.9% | $78,689+101.2% | $273,961-42.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.18% | 75.60%-69.4pp | 62.18%-56.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,319 | $3,176-58.5% | $2,851-53.7% | $4,869-72.9% |
| Participant deferral / active EE | $4,354 | $3,901+11.6% | $3,517+23.8% | $5,287-17.7% |
| Admin fee / account holder | $13,202 | $5,263+150.8% | $4,510+192.7% | $10,132+30.3% |