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 | $74,434 | $93,346-20.3% | $71,796+3.7% | $273,961-72.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 4.94% | 130.39%-125.4pp | 78.04%-73.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $6,360 | $2,733+132.7% | $1,924+230.5% | $4,869+30.6% |
| Participant deferral / active EE | $5,358 | $3,475+54.2% | $2,794+91.8% | $5,287+1.3% |
| Admin fee / account holder | $515 | $6,571-92.2% | $4,815-89.3% | $10,132-94.9% |