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 | $132,812 | $99,341+33.7% | $84,750+56.7% | $273,961-51.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.45%-41.5pp |
| Employer contribution / active EE | $2,885 | $4,214-31.5% | $3,574-19.3% | $4,869-40.7% |
| Participant deferral / active EE | $3,816 | $4,269-10.6% | $3,712+2.8% | $5,287-27.8% |
| Admin fee / account holder | $3,768 | $6,644-43.3% | $5,332-29.3% | $10,132-62.8% |