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 | $164,689 | $105,630+55.9% | $87,507+88.2% | $273,961-39.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 3.13% | 12.25%-9.1pp | 12.21%-9.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $14,530 | $3,141+362.7% | $2,550+469.9% | $4,869+198.4% |
| Participant deferral / active EE | $10,986 | $3,601+205.1% | $3,149+248.9% | $5,287+107.8% |
| Admin fee / account holder | $500 | $4,781-89.5% | $4,221-88.2% | $10,132-95.1% |