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 | $70,433 | $211,958-66.8% | $169,463-58.4% | $135,375-48.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.70% | 3.26%-0.6pp | 1.83%+0.9pp | 519.73%-517.0pp |
| Employer contribution / active EE | $14,109 | $5,120+175.6% | $4,159+239.2% | $4,779+195.3% |
| Participant deferral / active EE | $8,167 | $6,075+34.4% | $5,277+54.8% | $5,609+45.6% |
| Admin fee / account holder | $490,403 | $11,471+4175.2% | $9,109+5283.6% | $10,827+4429.4% |