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 | $125,562 | $96,956+29.5% | $70,014+79.3% | $273,961-54.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 1.83% | 12.93%-11.1pp | 12.99%-11.2pp | 41.45%-39.6pp |
| Employer contribution / active EE | $2,021 | $3,316-39.0% | $2,338-13.6% | $4,869-58.5% |
| Participant deferral / active EE | $6,660 | $3,744+77.9% | $2,931+127.2% | $5,287+26.0% |
| Admin fee / account holder | $38,001 | $7,934+379.0% | $4,380+767.5% | $10,132+275.1% |