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 | $70,408 | $83,337-15.5% | $67,834+3.8% | $273,961-74.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 3.38% | 259.45%-256.1pp | 138.47%-135.1pp | 41.45%-38.1pp |
| Employer contribution / active EE | $6,418 | $3,287+95.2% | $2,403+167.0% | $4,869+31.8% |
| Participant deferral / active EE | $3,293 | $4,088-19.5% | $3,160+4.2% | $5,287-37.7% |
| Admin fee / account holder | $4,902 | $6,752-27.4% | $4,622+6.1% | $10,132-51.6% |