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 | $102,763 | $77,634+32.4% | $156,549-34.4% | $62,891+63.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.82% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,998 | $3,444-12.9% | $5,501-45.5% | $2,281+31.4% |
| Participant deferral / active EE | $5,942 | $3,045+95.1% | $4,871+22.0% | $3,203+85.5% |
| Admin fee / account holder | $21,158 | $5,561+280.5% | $13,027+62.4% | $4,296+392.6% |