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 | $81,097 | $93,346-13.1% | $71,796+13.0% | $273,961-70.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.33% | 130.39%-121.1pp | 78.04%-68.7pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,180 | $2,733-56.8% | $1,924-38.7% | $4,869-75.8% |
| Participant deferral / active EE | $5,106 | $3,475+46.9% | $2,794+82.7% | $5,287-3.4% |
| Admin fee / account holder | $21,443 | $6,571+226.3% | $4,815+345.3% | $10,132+111.6% |