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 | $116,589 | $211,958-45.0% | $169,463-31.2% | $135,375-13.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.23% | 3.26%+7.0pp | 1.83%+8.4pp | 519.73%-509.5pp |
| Employer contribution / active EE | $2,506 | $5,120-51.1% | $4,159-39.8% | $4,779-47.6% |
| Participant deferral / active EE | $4,705 | $6,075-22.6% | $5,277-10.8% | $5,609-16.1% |
| Admin fee / account holder | $1,116 | $11,471-90.3% | $9,109-87.8% | $10,827-89.7% |