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 | $104,164 | $99,341+4.9% | $84,750+22.9% | $273,961-62.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.96% | 22.93%-18.0pp | 22.78%-17.8pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,884 | $4,214-31.6% | $3,574-19.3% | $4,869-40.8% |
| Participant deferral / active EE | $4,661 | $4,269+9.2% | $3,712+25.6% | $5,287-11.8% |
| Admin fee / account holder | $44,352 | $6,644+567.5% | $5,332+731.8% | $10,132+337.7% |