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 | $82,094 | $93,346-12.1% | $71,796+14.3% | $273,961-70.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.09% | 130.39%-124.3pp | 78.04%-71.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $967 | $2,733-64.6% | $1,924-49.7% | $4,869-80.1% |
| Participant deferral / active EE | $2,684 | $3,475-22.8% | $2,794-3.9% | $5,287-49.2% |
| Admin fee / account holder | $1,080 | $6,571-83.6% | $4,815-77.6% | $10,132-89.3% |