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 | $112,104 | $211,958-47.1% | $169,463-33.8% | $135,375-17.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.43% | 3.26%-1.8pp | 1.83%-0.4pp | 519.73%-518.3pp |
| Employer contribution / active EE | $10,000 | $5,120+95.3% | $4,159+140.4% | $4,779+109.3% |
| Participant deferral / active EE | $22,500 | $6,075+270.4% | $5,277+326.4% | $5,609+301.2% |
| Admin fee / account holder | $1,620 | $11,471-85.9% | $9,109-82.2% | $10,827-85.0% |