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 | $80,676 | $67,606+19.3% | $82,313-2.0% | $70,131+15.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.94% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,615 | $1,755-7.9% | $2,428-33.5% | $2,342-31.0% |
| Participant deferral / active EE | $5,957 | $2,987+99.4% | $3,706+60.7% | $3,332+78.8% |
| Admin fee / account holder | $3,541 | $4,512-21.5% | $5,608-36.9% | $4,645-23.8% |