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 | $172,156 | $93,346+84.4% | $71,796+139.8% | $273,961-37.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.39% | 130.39%-127.0pp | 78.04%-74.7pp | 41.45%-38.1pp |
| Employer contribution / active EE | $1,634 | $2,733-40.2% | $1,924-15.1% | $4,869-66.4% |
| Participant deferral / active EE | $3,390 | $3,475-2.4% | $2,794+21.3% | $5,287-35.9% |
| Admin fee / account holder | $126,650 | $6,571+1827.5% | $4,815+2530.4% | $10,132+1150.0% |