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 | $78,437 | $117,841-33.4% | $102,423-23.4% | $145,922-46.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.88% | 31.65%-21.8pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,564 | $3,615-29.1% | $3,023-15.2% | $4,660-45.0% |
| Participant deferral / active EE | $8,080 | $5,731+41.0% | $5,053+59.9% | $6,688+20.8% |
| Admin fee / account holder | $606 | $13,326-95.5% | $9,451-93.6% | $13,397-95.5% |