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 | $103,093 | $65,685+56.9% | $57,179+80.3% | $273,961-62.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.42% | 21.99%-15.6pp | 14.59%-8.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $6,514 | $3,279+98.7% | $2,682+142.9% | $4,869+33.8% |
| Participant deferral / active EE | $3,257 | $3,782-13.9% | $3,096+5.2% | $5,287-38.4% |
| Admin fee / account holder | $302 | $4,835-93.8% | $3,139-90.4% | $10,132-97.0% |