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 | $61,325 | $87,013-29.5% | $106,213-42.3% | $80,856-24.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.29% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,719 | $2,395+97.0% | $3,171+48.8% | $2,755+71.3% |
| Participant deferral / active EE | $4,948 | $3,986+24.1% | $5,016-1.3% | $4,296+15.2% |
| Admin fee / account holder | $6,574 | $8,431-22.0% | $11,033-40.4% | $6,918-5.0% |