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 | $86,284 | $96,956-11.0% | $70,014+23.2% | $273,961-68.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 5.50% | 12.93%-7.4pp | 12.99%-7.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,667 | $3,316-19.6% | $2,338+14.1% | $4,869-45.2% |
| Participant deferral / active EE | $737 | $3,744-80.3% | $2,931-74.8% | $5,287-86.1% |
| Admin fee / account holder | $7,379 | $7,934-7.0% | $4,380+68.5% | $10,132-27.2% |