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 | $106,188 | $90,503+17.3% | $78,689+34.9% | $273,961-61.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.39% | 75.60%-68.2pp | 62.18%-54.8pp | 41.45%-34.1pp |
| Employer contribution / active EE | $6,190 | $3,176+94.9% | $2,851+117.1% | $4,869+27.1% |
| Participant deferral / active EE | $2,474 | $3,901-36.6% | $3,517-29.7% | $5,287-53.2% |
| Admin fee / account holder | $1,338 | $5,263-74.6% | $4,510-70.3% | $10,132-86.8% |