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 | $84,238 | $81,460+3.4% | $103,333-18.5% | $80,856+4.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.61% | 25.55%-14.9pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,891 | $3,105-39.1% | $3,868-51.1% | $2,755-31.4% |
| Participant deferral / active EE | $4,117 | $3,869+6.4% | $5,057-18.6% | $4,296-4.2% |
| Admin fee / account holder | $5,593 | $6,566-14.8% | $8,355-33.1% | $6,918-19.2% |