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 | $73,539 | $78,705-6.6% | $117,854-37.6% | $70,131+4.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.90% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,858 | $2,223+28.5% | $3,786-24.5% | $2,342+22.0% |
| Participant deferral / active EE | $5,805 | $3,297+76.0% | $4,482+29.5% | $3,332+74.2% |
| Admin fee / account holder | $1,170 | $5,065-76.9% | $8,020-85.4% | $4,645-74.8% |