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 | $80,389 | $58,512+37.4% | $84,015-4.3% | $72,985+10.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 18.26% | 28.93%-10.7pp | 71.31%-53.0pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,248 | $1,163+7.3% | $1,983-37.1% | $2,440-48.9% |
| Participant deferral / active EE | $3,606 | $2,394+50.6% | $3,239+11.3% | $3,6070% |
| Admin fee / account holder | $1,952 | $4,569-57.3% | $6,101-68.0% | $5,124-61.9% |