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 | $133,984 | $97,044+38.1% | $83,333+60.8% | $135,375-1.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 4.57% | 12.31%-7.7pp | 10.63%-6.1pp | 519.73%-515.2pp |
| Employer contribution / active EE | $2,088 | $4,143-49.6% | $3,379-38.2% | $4,779-56.3% |
| Participant deferral / active EE | $2,442 | $5,964-59.1% | $5,565-56.1% | $5,609-56.5% |
| Admin fee / account holder | $64,353 | $8,380+668.0% | $7,510+756.9% | $10,827+494.4% |