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 | $37,022 | $56,897-34.9% | $84,750-56.3% | $62,891-41.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.50% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.6pp |
| Employer contribution / active EE | $5,455 | $2,400+127.3% | $3,574+52.6% | $2,281+139.2% |
| Participant deferral / active EE | $3,054 | $2,709+12.7% | $3,712-17.7% | $3,203-4.7% |
| Admin fee / account holder | $547 | $3,581-84.7% | $5,332-89.7% | $4,296-87.3% |