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 | $81,724 | $84,233-3.0% | $170,442-52.1% | $70,131+16.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 23.99% | 23.06%+0.9pp | 205.93%-181.9pp | 73.14%-49.2pp |
| Employer contribution / active EE | $1,809 | $3,387-46.6% | $5,433-66.7% | $2,342-22.8% |
| Participant deferral / active EE | $4,672 | $3,086+51.4% | $4,939-5.4% | $3,332+40.2% |
| Admin fee / account holder | $1,652 | $5,698-71.0% | $13,880-88.1% | $4,645-64.4% |