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 | $172,520 | $99,341+73.7% | $84,750+103.6% | $273,961-37.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | 22.93%-15.6pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,047 | $4,214-27.7% | $3,574-14.7% | $4,869-37.4% |
| Participant deferral / active EE | $10,016 | $4,269+134.6% | $3,712+169.8% | $5,287+89.4% |
| Admin fee / account holder | $7,337 | $6,644+10.4% | $5,332+37.6% | $10,132-27.6% |