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 | $84,104 | $101,069-16.8% | $81,478+3.2% | $147,584-43.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.20% | 32.40%-18.2pp | 38.78%-24.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,645 | $3,205-17.5% | $2,568+3.0% | $4,876-45.8% |
| Participant deferral / active EE | $4,905 | $4,242+15.6% | $3,537+38.7% | $5,439-9.8% |
| Admin fee / account holder | $1,092 | $5,812-81.2% | $4,561-76.1% | $10,885-90.0% |