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 | $120,858 | $92,222+31.1% | $76,768+57.4% | $135,375-10.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.58% | 5.46%-4.9pp | 2.43%-1.8pp | 519.73%-519.2pp |
| Employer contribution / active EE | $2,381 | $3,216-26.0% | $2,485-4.2% | $4,779-50.2% |
| Participant deferral / active EE | $6,326 | $4,509+40.3% | $3,852+64.2% | $5,609+12.8% |
| Admin fee / account holder | $73,791 | $10,748+586.5% | $6,675+1005.5% | $10,827+581.5% |