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 9-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 | $189,345 | $132,239+43.2% | $105,722+79.1% | $273,961-30.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 6.01% | 10.07%-4.1pp | 12.25%-6.2pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,021 | $4,867-37.9% | $4,079-25.9% | $4,869-37.9% |
| Participant deferral / active EE | $6,967 | $6,233+11.8% | $5,326+30.8% | $5,287+31.8% |
| Admin fee / account holder | $29,152 | $12,032+142.3% | $8,308+250.9% | $10,132+187.7% |