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 | $73,380 | $49,227+49.1% | $70,449+4.2% | $79,858-8.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.45% | 30.06%-15.6pp | 109.03%-94.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,605 | $2,099-23.5% | $2,737-41.3% | $2,471-35.0% |
| Participant deferral / active EE | $3,533 | $2,768+27.6% | $3,709-4.7% | $3,740-5.5% |
| Admin fee / account holder | $13,695 | $2,878+375.8% | $3,845+256.1% | $5,306+158.1% |