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 | $86,803 | $81,248+6.8% | $155,509-44.2% | $80,856+7.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.46% | 33.31%-16.8pp | 64.67%-48.2pp | 35.59%-19.1pp |
| Employer contribution / active EE | $2,781 | $3,100-10.3% | $4,672-40.5% | $2,755+0.9% |
| Participant deferral / active EE | $4,808 | $3,452+39.3% | $5,626-14.5% | $4,296+11.9% |
| Admin fee / account holder | $3,498 | $7,997-56.3% | $15,912-78.0% | $6,918-49.4% |