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 | $163,922 | $99,341+65.0% | $84,750+93.4% | $273,961-40.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.49% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,891 | $4,214-31.4% | $3,574-19.1% | $4,869-40.6% |
| Participant deferral / active EE | $8,029 | $4,269+88.1% | $3,712+116.3% | $5,287+51.9% |
| Admin fee / account holder | $1,380 | $6,644-79.2% | $5,332-74.1% | $10,132-86.4% |