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 | $102,459 | $93,346+9.8% | $71,796+42.7% | $273,961-62.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.45% | 130.39%-122.9pp | 78.04%-70.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,754 | $2,733-35.8% | $1,924-8.8% | $4,869-64.0% |
| Participant deferral / active EE | $4,065 | $3,475+17.0% | $2,794+45.5% | $5,287-23.1% |
| Admin fee / account holder | $1,612 | $6,571-75.5% | $4,815-66.5% | $10,132-84.1% |