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 3-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 | $79,860 | $87,540-8.8% | $75,781+5.4% | $125,391-36.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 1.26% | 13.48%-12.2pp | 9.68%-8.4pp | 282.22%-281.0pp |
| Employer contribution / active EE | $8,162 | $3,930+107.7% | $3,323+145.6% | $4,866+67.7% |
| Participant deferral / active EE | $4,125 | $4,229-2.5% | $3,651+13.0% | $5,352-22.9% |
| Admin fee / account holder | $972 | $6,502-85.1% | $5,299-81.7% | $9,540-89.8% |