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 | $100,386 | $83,337+20.5% | $67,834+48.0% | $273,961-63.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.81% | 259.45%-252.6pp | 138.47%-131.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $472 | $3,287-85.6% | $2,403-80.4% | $4,869-90.3% |
| Participant deferral / active EE | $5,841 | $4,088+42.9% | $3,160+84.8% | $5,287+10.5% |
| Admin fee / account holder | $3,614 | $6,752-46.5% | $4,622-21.8% | $10,132-64.3% |