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 | $80,599 | $93,346-13.7% | $71,796+12.3% | $273,961-70.6% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 6.39% | 130.39%-124.0pp | 78.04%-71.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,883 | $2,733-31.1% | $1,924-2.2% | $4,869-61.3% |
| Participant deferral / active EE | $4,054 | $3,475+16.7% | $2,794+45.1% | $5,287-23.3% |
| Admin fee / account holder | $914 | $6,571-86.1% | $4,815-81.0% | $10,132-91.0% |