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 | $171,288 | $92,222+85.7% | $76,768+123.1% | $135,375+26.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 0.98% | 5.46%-4.5pp | 2.43%-1.5pp | 519.73%-518.8pp |
| Employer contribution / active EE | $1,536 | $3,216-52.2% | $2,485-38.2% | $4,779-67.9% |
| Participant deferral / active EE | $3,943 | $4,509-12.6% | $3,852+2.4% | $5,609-29.7% |
| Admin fee / account holder | $688 | $10,748-93.6% | $6,675-89.7% | $10,827-93.6% |