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 | $143,028 | $99,341+44.0% | $84,750+68.8% | $273,961-47.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.36% | 22.93%-18.6pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $3,885 | $4,214-7.8% | $3,574+8.7% | $4,869-20.2% |
| Participant deferral / active EE | $5,983 | $4,269+40.1% | $3,712+61.2% | $5,287+13.2% |
| Admin fee / account holder | $35,722 | $6,644+437.7% | $5,332+569.9% | $10,132+252.6% |