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 | $147,922 | $93,346+58.5% | $71,796+106.0% | $273,961-46.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.88% | 130.39%-123.5pp | 78.04%-71.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $4,559 | $2,733+66.8% | $1,924+136.9% | $4,869-6.4% |
| Participant deferral / active EE | $5,442 | $3,475+56.6% | $2,794+94.7% | $5,287+2.9% |
| Admin fee / account holder | $558 | $6,571-91.5% | $4,815-88.4% | $10,132-94.5% |