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 3-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 | $135,940 | $80,717+68.4% | $154,803-12.2% | $84,808+60.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.57% | 37.96%-15.4pp | 58.88%-36.3pp | 40.90%-18.3pp |
| Employer contribution / active EE | $34,639 | $2,761+1154.4% | $4,305+704.5% | $2,631+1216.6% |
| Participant deferral / active EE | $19,490 | $3,303+490.0% | $5,540+251.8% | $4,212+362.8% |
| Admin fee / account holder | $9,060 | $6,746+34.3% | $14,329-36.8% | $7,344+23.4% |