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 | $63,625 | $81,248-21.7% | $155,509-59.1% | $80,856-21.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.83% | 33.31%-16.5pp | 64.67%-47.8pp | 35.59%-18.8pp |
| Employer contribution / active EE | $2,087 | $3,100-32.7% | $4,672-55.3% | $2,755-24.2% |
| Participant deferral / active EE | $5,881 | $3,452+70.4% | $5,626+4.5% | $4,296+36.9% |
| Admin fee / account holder | $760 | $7,997-90.5% | $15,912-95.2% | $6,918-89.0% |