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 | $85,524 | $106,749-19.9% | $145,433-41.2% | $82,448+3.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.36% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $5,013 | $3,444+45.6% | $4,554+10.1% | $2,551+96.5% |
| Participant deferral / active EE | $8,153 | $6,519+25.1% | $7,897+3.2% | $4,139+97.0% |
| Admin fee / account holder | $8,226 | $8,390-2.0% | $13,129-37.3% | $7,234+13.7% |