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 | $115,860 | $90,503+28.0% | $78,689+47.2% | $273,961-57.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.07% | 75.60%-71.5pp | 62.18%-58.1pp | 41.45%-37.4pp |
| Employer contribution / active EE | $4,245 | $3,176+33.7% | $2,851+48.9% | $4,869-12.8% |
| Participant deferral / active EE | $12,275 | $3,901+214.6% | $3,517+249.0% | $5,287+132.2% |
| Admin fee / account holder | $2,638 | $5,263-49.9% | $4,510-41.5% | $10,132-74.0% |