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 | $161,132 | $105,630+52.5% | $87,507+84.1% | $273,961-41.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.00% | 12.25%-7.3pp | 12.21%-7.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $5,245 | $3,141+67.0% | $2,550+105.7% | $4,869+7.7% |
| Participant deferral / active EE | $6,543 | $3,601+81.7% | $3,149+107.8% | $5,287+23.7% |
| Admin fee / account holder | $616 | $4,781-87.1% | $4,221-85.4% | $10,132-93.9% |