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 | $180,022 | $83,337+116.0% | $67,834+165.4% | $273,961-34.3% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 5.09% | 259.45%-254.4pp | 138.47%-133.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,956 | $3,287-10.1% | $2,403+23.0% | $4,869-39.3% |
| Participant deferral / active EE | $8,398 | $4,088+105.4% | $3,160+165.8% | $5,287+58.8% |
| Admin fee / account holder | $4,307 | $6,752-36.2% | $4,622-6.8% | $10,132-57.5% |