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 | $79,257 | $65,685+20.7% | $57,179+38.6% | $273,961-71.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.51% | 21.99%-17.5pp | 14.59%-10.1pp | 41.45%-36.9pp |
| Employer contribution / active EE | $2,424 | $3,279-26.1% | $2,682-9.6% | $4,869-50.2% |
| Participant deferral / active EE | $3,376 | $3,782-10.7% | $3,096+9.0% | $5,287-36.1% |
| Admin fee / account holder | $1,091 | $4,835-77.4% | $3,139-65.3% | $10,132-89.2% |