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 | $91,173 | $71,057+28.3% | $93,654-2.6% | $80,874+12.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.12% | 11.26%+1.9pp | 133.34%-120.2pp | 35.62%-22.5pp |
| Employer contribution / active EE | $1,579 | $1,564+1.0% | $2,421-34.8% | $2,756-42.7% |
| Participant deferral / active EE | $8,263 | $4,034+104.8% | $4,413+87.3% | $4,297+92.3% |
| Admin fee / account holder | $1,100 | $6,944-84.2% | $8,282-86.7% | $6,935-84.1% |