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 | $105,200 | $96,956+8.5% | $70,014+50.3% | $273,961-61.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.59% | 12.93%-7.3pp | 12.99%-7.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,256 | $3,316-32.0% | $2,338-3.5% | $4,869-53.7% |
| Participant deferral / active EE | $8,739 | $3,744+133.4% | $2,931+198.2% | $5,287+65.3% |
| Admin fee / account holder | $2,475 | $7,934-68.8% | $4,380-43.5% | $10,132-75.6% |