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 | $91,425 | $90,503+1.0% | $78,689+16.2% | $273,961-66.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.00% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $5,354 | $3,176+68.6% | $2,851+87.8% | $4,869+10.0% |
| Participant deferral / active EE | $2,487 | $3,901-36.2% | $3,517-29.3% | $5,287-53.0% |
| Admin fee / account holder | $2,164 | $5,263-58.9% | $4,510-52.0% | $10,132-78.6% |