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 | $90,098 | $93,571-3.7% | $135,903-33.7% | $75,163+19.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.40% | 30.90%-9.5pp | 68.23%-46.8pp | 160.62%-139.2pp |
| Employer contribution / active EE | $2,117 | $3,537-40.1% | $4,856-56.4% | $2,670-20.7% |
| Participant deferral / active EE | $9,758 | $6,404+52.4% | $7,758+25.8% | $4,125+136.5% |
| Admin fee / account holder | $6,643 | $6,975-4.8% | $10,762-38.3% | $5,651+17.6% |