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 | $148,295 | $107,791+37.6% | $90,645+63.6% | $135,375+9.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 3.72% | -0.90%+4.6pp | 1.88%+1.8pp | 519.73%-516.0pp |
| Employer contribution / active EE | $7,273 | $3,018+141.0% | $2,532+187.3% | $4,779+52.2% |
| Participant deferral / active EE | $1,188 | $3,872-69.3% | $3,425-65.3% | $5,609-78.8% |
| Admin fee / account holder | $10,622 | $5,930+79.1% | $4,994+112.7% | $10,827-1.9% |