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 | $180,074 | $93,346+92.9% | $71,796+150.8% | $273,961-34.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 2.12% | 130.39%-128.3pp | 78.04%-75.9pp | 41.45%-39.3pp |
| Employer contribution / active EE | $689 | $2,733-74.8% | $1,924-64.2% | $4,869-85.8% |
| Participant deferral / active EE | $1,384 | $3,475-60.2% | $2,794-50.5% | $5,287-73.8% |
| Admin fee / account holder | $3,404 | $6,571-48.2% | $4,815-29.3% | $10,132-66.4% |