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 | $169,983 | $95,862+77.3% | $79,550+113.7% | $134,475+26.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.07% | -2.69%+3.8pp | 0.16%+0.9pp | 417.96%-416.9pp |
| Employer contribution / active EE | $1,357 | $3,128-56.6% | $2,413-43.8% | $4,740-71.4% |
| Participant deferral / active EE | $5,748 | $4,693+22.5% | $3,985+44.2% | $6,400-10.2% |
| Admin fee / account holder | $9,977 | $9,126+9.3% | $6,832+46.0% | $11,426-12.7% |