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 | $105,884 | $93,346+13.4% | $71,796+47.5% | $273,961-61.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.07% | 130.39%-122.3pp | 78.04%-70.0pp | 41.45%-33.4pp |
| Employer contribution / active EE | $10,532 | $2,733+285.3% | $1,924+447.3% | $4,869+116.3% |
| Participant deferral / active EE | $8,131 | $3,475+134.0% | $2,794+191.0% | $5,287+53.8% |
| Admin fee / account holder | $658 | $6,571-90.0% | $4,815-86.3% | $10,132-93.5% |