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 | $97,888 | $96,557+1.4% | $80,975+20.9% | $273,961-64.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.85% | 15.14%-8.3pp | 17.10%-10.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $13,913 | $4,868+185.8% | $3,714+274.6% | $4,869+185.8% |
| Participant deferral / active EE | $11,917 | $6,598+80.6% | $5,696+109.2% | $5,287+125.4% |
| Admin fee / account holder | $1,706 | $7,492-77.2% | $5,516-69.1% | $10,132-83.2% |