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 | $81,092 | $93,346-13.1% | $71,796+12.9% | $273,961-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.09% | 130.39%-124.3pp | 78.04%-71.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,548 | $2,733+29.8% | $1,924+84.4% | $4,869-27.1% |
| Participant deferral / active EE | $2,803 | $3,475-19.3% | $2,794+0.3% | $5,287-47.0% |
| Admin fee / account holder | $1,321 | $6,571-79.9% | $4,815-72.6% | $10,132-87.0% |