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 | $131,682 | $83,337+58.0% | $67,834+94.1% | $273,961-51.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 2.75% | 259.45%-256.7pp | 138.47%-135.7pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,865 | $3,287-43.3% | $2,403-22.4% | $4,869-61.7% |
| Participant deferral / active EE | $4,838 | $4,088+18.3% | $3,160+53.1% | $5,287-8.5% |
| Admin fee / account holder | $1,816 | $6,752-73.1% | $4,622-60.7% | $10,132-82.1% |