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 | $67,974 | $117,859-42.3% | $102,438-33.6% | $145,959-53.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 31.72%-21.9pp | 29.37%-19.5pp | 561.95%-552.1pp |
| Employer contribution / active EE | $2,298 | $3,615-36.4% | $3,024-24.0% | $4,661-50.7% |
| Participant deferral / active EE | $6,023 | $5,732+5.1% | $5,054+19.2% | $6,689-10.0% |
| Admin fee / account holder | $10,063 | $13,318-24.4% | $9,448+6.5% | $13,398-24.9% |