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 | $104,918 | $69,518+50.9% | $59,878+75.2% | $135,375-22.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 0.81% | 7.94%-7.1pp | 3.46%-2.7pp | 519.73%-518.9pp |
| Employer contribution / active EE | $1,812 | $3,235-44.0% | $2,722-33.4% | $4,779-62.1% |
| Participant deferral / active EE | $6,817 | $4,206+62.1% | $3,402+100.4% | $5,609+21.5% |
| Admin fee / account holder | $593 | $5,734-89.7% | $3,590-83.5% | $10,827-94.5% |