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 | $123,834 | $83,337+48.6% | $67,834+82.6% | $273,961-54.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.55% | 259.45%-252.9pp | 138.47%-131.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $2,471 | $3,287-24.8% | $2,403+2.8% | $4,869-49.3% |
| Participant deferral / active EE | $6,944 | $4,088+69.9% | $3,160+119.8% | $5,287+31.3% |
| Admin fee / account holder | $2,356 | $6,752-65.1% | $4,622-49.0% | $10,132-76.7% |