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 | $88,275 | $91,190-3.2% | $178,490-50.5% | $79,858+10.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.98% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $3,985 | $3,256+22.4% | $5,011-20.5% | $2,471+61.3% |
| Participant deferral / active EE | $3,421 | $3,236+5.7% | $5,202-34.2% | $3,740-8.5% |
| Admin fee / account holder | $2,093 | $6,751-69.0% | $13,984-85.0% | $5,306-60.6% |