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 | $86,132 | $90,503-4.8% | $78,689+9.5% | $273,961-68.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.11% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $4,171 | $3,176+31.3% | $2,851+46.3% | $4,869-14.3% |
| Participant deferral / active EE | $5,414 | $3,901+38.8% | $3,517+53.9% | $5,287+2.4% |
| Admin fee / account holder | $24,645 | $5,263+368.3% | $4,510+446.4% | $10,132+143.2% |