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 | $137,191 | $105,630+29.9% | $87,507+56.8% | $273,961-49.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.23% | 12.25%-6.0pp | 12.21%-6.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $12,460 | $3,141+296.8% | $2,550+388.7% | $4,869+155.9% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,666 | $4,781-23.3% | $4,221-13.1% | $10,132-63.8% |