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 | $154,530 | $96,557+60.0% | $80,975+90.8% | $273,961-43.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.89% | 15.14%-9.3pp | 17.10%-11.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,001 | $4,868-38.3% | $3,714-19.2% | $4,869-38.4% |
| Participant deferral / active EE | $9,356 | $6,598+41.8% | $5,696+64.3% | $5,287+77.0% |
| Admin fee / account holder | $5,775 | $7,492-22.9% | $5,516+4.7% | $10,132-43.0% |