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 | $90,012 | $88,707+1.5% | $74,183+21.3% | $273,961-67.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.91% | 11.94%-8.0pp | 17.74%-13.8pp | 41.45%-37.5pp |
| Employer contribution / active EE | $3,591 | $3,159+13.7% | $2,370+51.5% | $4,869-26.2% |
| Participant deferral / active EE | $1,275 | $4,212-69.7% | $3,550-64.1% | $5,287-75.9% |
| Admin fee / account holder | $116,313 | $8,717+1234.4% | $5,586+1982.3% | $10,132+1048.0% |