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 | $197,783 | $88,707+123.0% | $74,183+166.6% | $273,961-27.8% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 7.94% | 11.94%-4.0pp | 17.74%-9.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,346 | $3,159-25.8% | $2,370-1.0% | $4,869-51.8% |
| Participant deferral / active EE | $3,551 | $4,212-15.7% | $3,550+0.1% | $5,287-32.8% |
| Admin fee / account holder | $4,897 | $8,717-43.8% | $5,586-12.3% | $10,132-51.7% |