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 | $106,950 | $91,190+17.3% | $178,490-40.1% | $79,858+33.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 18.57% | 24.19%-5.6pp | 151.07%-132.5pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,014 | $3,256-38.1% | $5,011-59.8% | $2,471-18.5% |
| Participant deferral / active EE | $4,363 | $3,236+34.8% | $5,202-16.1% | $3,740+16.7% |
| Admin fee / account holder | $2,916 | $6,751-56.8% | $13,984-79.1% | $5,306-45.0% |