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 | $119,365 | $75,828+57.4% | $147,614-19.1% | $59,632+100.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 1.59% | 0.37%+1.2pp | 61.98%-60.4pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $5,844 | $3,485+67.7% | $5,564+5.0% | $2,203+165.3% |
| Participant deferral / active EE | $3,597 | $3,130+14.9% | $4,895-26.5% | $3,192+12.7% |
| Admin fee / account holder | $1,977 | $5,985-67.0% | $11,611-83.0% | $4,297-54.0% |