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 | $90,241 | $77,899+15.8% | $149,673-39.7% | $75,163+20.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.60% | 31.72%-10.1pp | 134.42%-112.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $2,104 | $3,137-32.9% | $4,818-56.3% | $2,670-21.2% |
| Participant deferral / active EE | $5,020 | $3,411+47.2% | $5,680-11.6% | $4,125+21.7% |
| Admin fee / account holder | $2,298 | $5,956-61.4% | $13,210-82.6% | $5,651-59.3% |