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 | $78,587 | $125,758-37.5% | $169,993-53.8% | $75,163+4.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.18% | 27.20%-2.0pp | 53.37%-28.2pp | 160.62%-135.4pp |
| Employer contribution / active EE | $3,632 | $4,615-21.3% | $6,785-46.5% | $2,670+36.1% |
| Participant deferral / active EE | $6,019 | $6,837-12.0% | $10,408-42.2% | $4,125+45.9% |
| Admin fee / account holder | $1,162 | $8,173-85.8% | $12,815-90.9% | $5,651-79.4% |