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 | $179,920 | $61,605+192.1% | $112,229+60.3% | $75,163+139.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.52% | 28.47%-13.9pp | 30.20%-15.7pp | 160.62%-146.1pp |
| Employer contribution / active EE | $687 | $2,015-65.9% | $3,430-80.0% | $2,670-74.3% |
| Participant deferral / active EE | $3,040 | $3,108-2.2% | $4,798-36.6% | $4,125-26.3% |
| Admin fee / account holder | $7,381 | $4,862+51.8% | $7,748-4.7% | $5,651+30.6% |