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 | $87,477 | $136,307-35.8% | $177,821-50.8% | $73,488+19.0% |
| Participation rate | 97.6% | 86.1%+11.5pp | 87.7%+9.9pp | 70.7%+26.9pp |
| Annual return | 15.51% | 18.68%-3.2pp | 48.32%-32.8pp | 28.51%-13.0pp |
| Employer contribution / active EE | $4,184 | $3,712+12.7% | $5,918-29.3% | $2,270+84.3% |
| Participant deferral / active EE | $6,669 | $5,829+14.4% | $7,714-13.5% | $3,740+78.3% |
| Admin fee / account holder | $3,604 | $596+505.1% | $12,427-71.0% | $513+602.4% |