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 | $84,196 | $64,307+30.9% | $57,343+46.8% | $125,391-32.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 6.06% | 25.12%-19.1pp | 24.39%-18.3pp | 282.22%-276.2pp |
| Employer contribution / active EE | $1,767 | $3,193-44.7% | $2,689-34.3% | $4,866-63.7% |
| Participant deferral / active EE | $3,752 | $3,848-2.5% | $3,162+18.7% | $5,352-29.9% |
| Admin fee / account holder | $5,376 | $5,242+2.6% | $3,356+60.2% | $9,540-43.7% |