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 | $83,379 | $99,032-15.8% | $80,019+4.2% | $135,375-38.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 12.99% | 15.39%-2.4pp | 11.22%+1.8pp | 519.73%-506.7pp |
| Employer contribution / active EE | $1,152 | $3,043-62.1% | $2,468-53.3% | $4,779-75.9% |
| Participant deferral / active EE | $3,986 | $4,282-6.9% | $3,686+8.2% | $5,609-28.9% |
| Admin fee / account holder | $6,054 | $10,436-42.0% | $6,521-7.2% | $10,827-44.1% |