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 | $165,511 | $93,346+77.3% | $71,796+130.5% | $273,961-39.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.18% | 130.39%-123.2pp | 78.04%-70.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $964 | $2,733-64.7% | $1,924-49.9% | $4,869-80.2% |
| Participant deferral / active EE | $2,133 | $3,475-38.6% | $2,794-23.7% | $5,287-59.7% |
| Admin fee / account holder | $543 | $6,571-91.7% | $4,815-88.7% | $10,132-94.6% |