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 | $102,208 | $83,337+22.6% | $67,834+50.7% | $273,961-62.7% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 4.50% | 259.45%-254.9pp | 138.47%-134.0pp | 41.45%-37.0pp |
| Employer contribution / active EE | $4,294 | $3,287+30.6% | $2,403+78.6% | $4,869-11.8% |
| Participant deferral / active EE | $4,296 | $4,088+5.1% | $3,160+36.0% | $5,287-18.7% |
| Admin fee / account holder | $78,687 | $6,752+1065.4% | $4,622+1602.3% | $10,132+676.6% |