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 7-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 | $182,860 | $167,484+9.2% | $151,611+20.6% | $134,475+36.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.50% | 7.80%-7.3pp | 3.33%-2.8pp | 417.96%-417.5pp |
| Employer contribution / active EE | $3,468 | $6,829-49.2% | $6,166-43.8% | $4,740-26.8% |
| Participant deferral / active EE | $4,015 | $8,986-55.3% | $8,363-52.0% | $6,400-37.3% |
| Admin fee / account holder | $329 | $13,783-97.6% | $11,616-97.2% | $11,426-97.1% |