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 | $76,880 | $117,841-34.8% | $102,423-24.9% | $145,922-47.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,203 | $3,615-39.0% | $3,023-27.1% | $4,660-52.7% |
| Participant deferral / active EE | $6,583 | $5,731+14.9% | $5,053+30.3% | $6,688-1.6% |
| Admin fee / account holder | $2,038 | $13,326-84.7% | $9,451-78.4% | $13,397-84.8% |