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 | $88,632 | $93,346-5.1% | $71,796+23.5% | $273,961-67.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.19% | 130.39%-124.2pp | 78.04%-71.8pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,025 | $2,733-62.5% | $1,924-46.7% | $4,869-78.9% |
| Participant deferral / active EE | $3,077 | $3,475-11.5% | $2,794+10.1% | $5,287-41.8% |
| Admin fee / account holder | $574 | $6,571-91.3% | $4,815-88.1% | $10,132-94.3% |