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 | $71,880 | $96,557-25.6% | $80,975-11.2% | $273,961-73.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.71% | 15.14%-6.4pp | 17.10%-8.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,967 | $4,868-39.1% | $3,714-20.1% | $4,869-39.1% |
| Participant deferral / active EE | $15,336 | $6,598+132.4% | $5,696+169.2% | $5,287+190.1% |
| Admin fee / account holder | $811 | $7,492-89.2% | $5,516-85.3% | $10,132-92.0% |