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 | $145,065 | $97,881+48.2% | $80,004+81.3% | $125,391+15.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 0.83% | 9.36%-8.5pp | 7.63%-6.8pp | 282.22%-281.4pp |
| Employer contribution / active EE | $3,758 | $3,128+20.2% | $2,473+52.0% | $4,866-22.8% |
| Participant deferral / active EE | $6,491 | $3,744+73.3% | $3,204+102.6% | $5,352+21.3% |
| Admin fee / account holder | $3,717 | $6,278-40.8% | $5,033-26.1% | $9,540-61.0% |