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 | $133,644 | $58,828+127.2% | $77,999+71.3% | $62,891+112.5% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.04% | 17.16%-10.1pp | 425.96%-418.9pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,069 | $1,672-36.0% | $2,470-56.7% | $2,281-53.1% |
| Participant deferral / active EE | $3,941 | $2,686+46.8% | $3,497+12.7% | $3,203+23.1% |
| Admin fee / account holder | $3,509 | $4,393-20.1% | $5,480-36.0% | $4,296-18.3% |