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 | $86,503 | $109,881-21.3% | $150,045-42.3% | $84,808+2.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 16.78% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,166 | $3,561-11.1% | $4,693-32.5% | $2,631+20.3% |
| Participant deferral / active EE | $6,473 | $6,636-2.5% | $7,997-19.1% | $4,212+53.7% |
| Admin fee / account holder | $662 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |