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 | $76,704 | $96,956-20.9% | $70,014+9.6% | $273,961-72.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 7.32% | 12.93%-5.6pp | 12.99%-5.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,864 | $3,316-43.8% | $2,338-20.3% | $4,869-61.7% |
| Participant deferral / active EE | $4,250 | $3,744+13.5% | $2,931+45.0% | $5,287-19.6% |
| Admin fee / account holder | $9,038 | $7,934+13.9% | $4,380+106.3% | $10,132-10.8% |