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 | $82,365 | $127,065-35.2% | $113,168-27.2% | $142,382-42.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.76% | 24.03%-13.3pp | 24.27%-13.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,832 | $3,442-17.7% | $2,975-4.8% | $4,299-34.1% |
| Participant deferral / active EE | $3,978 | $5,716-30.4% | $5,107-22.1% | $6,507-38.9% |
| Admin fee / account holder | $2,791 | $15,736-82.3% | $12,068-76.9% | $12,624-77.9% |