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 | $83,551 | $211,958-60.6% | $169,463-50.7% | $135,375-38.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.62% | 3.26%+7.4pp | 1.83%+8.8pp | 519.73%-509.1pp |
| Employer contribution / active EE | $2,276 | $5,120-55.5% | $4,159-45.3% | $4,779-52.4% |
| Participant deferral / active EE | $9,761 | $6,075+60.7% | $5,277+85.0% | $5,609+74.0% |
| Admin fee / account holder | $8,618 | $11,471-24.9% | $9,109-5.4% | $10,827-20.4% |