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 | $166,169 | $108,642+53.0% | $74,701+122.4% | $152,861+8.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 1.45% | 114.06%-112.6pp | 752.92%-751.5pp | 345.32%-343.9pp |
| Employer contribution / active EE | $3,085 | $1,503+105.2% | $1,084+184.7% | $4,762-35.2% |
| Participant deferral / active EE | $4,391 | $2,712+61.9% | $1,964+123.6% | $5,850-24.9% |
| Admin fee / account holder | $3,893 | $4,902-20.6% | $3,333+16.8% | $11,596-66.4% |