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 | $68,001 | $76,407-11.0% | $150,298-54.8% | $82,448-17.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.93% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,922 | $2,614-26.5% | $4,154-53.7% | $2,551-24.7% |
| Participant deferral / active EE | $3,491 | $3,214+8.6% | $5,453-36.0% | $4,139-15.7% |
| Admin fee / account holder | $653 | $6,352-89.7% | $14,116-95.4% | $7,234-91.0% |