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 | $85,036 | $65,365+30.1% | $92,893-8.5% | $72,985+16.5% |
| Participation rate | 83.3% | 68.3%+15.0pp | 76.0%+7.3pp | 69.5%+13.8pp |
| Annual return | 21.01% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,495 | $2,594-3.8% | $3,653-31.7% | $2,440+2.3% |
| Participant deferral / active EE | $7,806 | $3,128+149.5% | $4,236+84.3% | $3,607+116.4% |
| Admin fee / account holder | $34,250 | $4,251+705.6% | $5,794+491.1% | $5,124+568.4% |