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 | $110,740 | $83,337+32.9% | $67,834+63.3% | $273,961-59.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.09% | 259.45%-254.4pp | 138.47%-133.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,688 | $3,287-48.7% | $2,403-29.8% | $4,869-65.3% |
| Participant deferral / active EE | $4,174 | $4,088+2.1% | $3,160+32.1% | $5,287-21.0% |
| Admin fee / account holder | $14,477 | $6,752+114.4% | $4,622+213.2% | $10,132+42.9% |