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 | $90,729 | $64,307+41.1% | $57,343+58.2% | $125,391-27.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 0.96% | 25.12%-24.2pp | 24.39%-23.4pp | 282.22%-281.3pp |
| Employer contribution / active EE | $3,924 | $3,193+22.9% | $2,689+45.9% | $4,866-19.4% |
| Participant deferral / active EE | $4,391 | $3,848+14.1% | $3,162+38.9% | $5,352-17.9% |
| Admin fee / account holder | $4,638 | $5,242-11.5% | $3,356+38.2% | $9,540-51.4% |