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 | $134,718 | $65,685+105.1% | $57,179+135.6% | $273,961-50.8% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | 6.33% | 21.99%-15.7pp | 14.59%-8.3pp | 41.45%-35.1pp |
| Employer contribution / active EE | $6,374 | $3,279+94.4% | $2,682+137.6% | $4,869+30.9% |
| Participant deferral / active EE | $7,243 | $3,782+91.5% | $3,096+133.9% | $5,287+37.0% |
| Admin fee / account holder | $78,152 | $4,835+1516.5% | $3,139+2389.7% | $10,132+671.3% |