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 | $79,214 | $88,707-10.7% | $74,183+6.8% | $273,961-71.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.55% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,489 | $3,159-52.9% | $2,370-37.2% | $4,869-69.4% |
| Participant deferral / active EE | $2,674 | $4,212-36.5% | $3,550-24.7% | $5,287-49.4% |
| Admin fee / account holder | $1,393 | $8,717-84.0% | $5,586-75.1% | $10,132-86.2% |