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 | $98,171 | $93,346+5.2% | $71,796+36.7% | $273,961-64.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.07% | 130.39%-125.3pp | 78.04%-73.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $4,389 | $2,733+60.6% | $1,924+128.1% | $4,869-9.8% |
| Participant deferral / active EE | $14,586 | $3,475+319.7% | $2,794+422.0% | $5,287+175.9% |
| Admin fee / account holder | $1,282 | $6,571-80.5% | $4,815-73.4% | $10,132-87.3% |