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 | $173,063 | $63,764+171.4% | $81,930+111.2% | $79,858+116.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 13.28% | 22.66%-9.4pp | 29.49%-16.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $1,803 | $1,795+0.4% | $4,310-58.2% | $2,471-27.0% |
| Participant deferral / active EE | $10,813 | $2,780+288.9% | $7,107+52.1% | $3,740+189.1% |
| Admin fee / account holder | $4,683 | $4,426+5.8% | $5,158-9.2% | $5,306-11.7% |