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 | $151,879 | $93,024+63.3% | $77,024+97.2% | $134,475+12.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 2.31% | 62.60%-60.3pp | 42.32%-40.0pp | 417.96%-415.7pp |
| Employer contribution / active EE | $1,502 | $3,418-56.0% | $2,812-46.6% | $4,740-68.3% |
| Participant deferral / active EE | $4,680 | $5,238-10.7% | $4,426+5.7% | $6,400-26.9% |
| Admin fee / account holder | $3,006 | $6,944-56.7% | $5,425-44.6% | $11,426-73.7% |