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 | $122,601 | $58,879+108.2% | $178,490-31.3% | $73,488+66.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.43% | 24.86%-13.4pp | 151.07%-139.6pp | 28.51%-17.1pp |
| Employer contribution / active EE | $2,479 | $2,236+10.9% | $5,011-50.5% | $2,270+9.2% |
| Participant deferral / active EE | $2,156 | $2,567-16.0% | $5,202-58.5% | $3,740-42.3% |
| Admin fee / account holder | $1,710 | $400+327.1% | $13,984-87.8% | $513+233.3% |