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 | $164,020 | $94,529+73.5% | $140,016+17.1% | $64,186+155.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 2.80% | 7.77%-5.0pp | 651.12%-648.3pp | 7.63%-4.8pp |
| Employer contribution / active EE | $2,039 | $3,812-46.5% | $5,606-63.6% | $2,381-14.4% |
| Participant deferral / active EE | $3,564 | $5,250-32.1% | $6,927-48.6% | $3,470+2.7% |
| Admin fee / account holder | $4,148 | $6,741-38.5% | $10,705-61.3% | $4,888-15.1% |