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 | $36,752 | $93,346-60.6% | $71,796-48.8% | $273,961-86.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 1.36% | 130.39%-129.0pp | 78.04%-76.7pp | 41.45%-40.1pp |
| Employer contribution / active EE | $3,366 | $2,733+23.1% | $1,924+74.9% | $4,869-30.9% |
| Participant deferral / active EE | $5,640 | $3,475+62.3% | $2,794+101.8% | $5,287+6.7% |
| Admin fee / account holder | $105,145 | $6,571+1500.2% | $4,815+2083.7% | $10,132+937.8% |