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 | $25,002 | $83,337-70.0% | $67,834-63.1% | $273,961-90.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.19% | 259.45%-254.3pp | 138.47%-133.3pp | 41.45%-36.3pp |
| Employer contribution / active EE | $4,167 | $3,287+26.8% | $2,403+73.4% | $4,869-14.4% |
| Participant deferral / active EE | $1,083 | $4,088-73.5% | $3,160-65.7% | $5,287-79.5% |
| Admin fee / account holder | $491 | $6,752-92.7% | $4,622-89.4% | $10,132-95.2% |