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 | $179,847 | $90,503+98.7% | $78,689+128.6% | $273,961-34.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.28% | 75.60%-67.3pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,264 | $3,176+128.7% | $2,851+154.8% | $4,869+49.2% |
| Participant deferral / active EE | $12,662 | $3,901+224.6% | $3,517+260.0% | $5,287+139.5% |
| Admin fee / account holder | $3,630 | $5,263-31.0% | $4,510-19.5% | $10,132-64.2% |