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 | $133,136 | $90,503+47.1% | $78,689+69.2% | $273,961-51.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.37% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,092 | $3,176+28.9% | $2,851+43.6% | $4,869-15.9% |
| Participant deferral / active EE | $6,380 | $3,901+63.5% | $3,517+81.4% | $5,287+20.7% |
| Admin fee / account holder | $1,289 | $5,263-75.5% | $4,510-71.4% | $10,132-87.3% |