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 | $132,102 | $65,685+101.1% | $57,179+131.0% | $273,961-51.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.14% | 21.99%-17.8pp | 14.59%-10.4pp | 41.45%-37.3pp |
| Employer contribution / active EE | $612 | $3,279-81.3% | $2,682-77.2% | $4,869-87.4% |
| Participant deferral / active EE | $4,240 | $3,782+12.1% | $3,096+36.9% | $5,287-19.8% |
| Admin fee / account holder | $2,022 | $4,835-58.2% | $3,139-35.6% | $10,132-80.0% |