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 | $84,958 | $93,571-9.2% | $135,903-37.5% | $75,163+13.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.90% | 30.90%-6.0pp | 68.23%-43.3pp | 160.62%-135.7pp |
| Employer contribution / active EE | $3,328 | $3,537-5.9% | $4,856-31.5% | $2,670+24.7% |
| Participant deferral / active EE | $6,896 | $6,404+7.7% | $7,758-11.1% | $4,125+67.2% |
| Admin fee / account holder | $1,170 | $6,975-83.2% | $10,762-89.1% | $5,651-79.3% |