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 | $157,840 | $99,341+58.9% | $84,750+86.2% | $273,961-42.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.62% | 22.93%-18.3pp | 22.78%-18.2pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,347 | $4,214-44.3% | $3,574-34.3% | $4,869-51.8% |
| Participant deferral / active EE | $8,250 | $4,269+93.2% | $3,712+122.3% | $5,287+56.0% |
| Admin fee / account holder | $3,670 | $6,644-44.8% | $5,332-31.2% | $10,132-63.8% |