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 | $73,277 | $123,793-40.8% | $177,821-58.8% | $79,858-8.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 24.79% | 22.82%+2.0pp | 48.32%-23.5pp | 31.71%-6.9pp |
| Employer contribution / active EE | $2,186 | $4,095-46.6% | $5,918-63.1% | $2,471-11.5% |
| Participant deferral / active EE | $4,806 | $5,956-19.3% | $7,714-37.7% | $3,740+28.5% |
| Admin fee / account holder | $11,957 | $7,243+65.1% | $12,427-3.8% | $5,306+125.3% |