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 | $164,265 | $211,958-22.5% | $169,463-3.1% | $135,375+21.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 2.96% | 3.26%-0.3pp | 1.83%+1.1pp | 519.73%-516.8pp |
| Employer contribution / active EE | $1,067 | $5,120-79.2% | $4,159-74.3% | $4,779-77.7% |
| Participant deferral / active EE | $3,775 | $6,075-37.9% | $5,277-28.5% | $5,609-32.7% |
| Admin fee / account holder | $1,019 | $11,471-91.1% | $9,109-88.8% | $10,827-90.6% |