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 | $95,477 | $125,758-24.1% | $169,993-43.8% | $75,163+27.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.72% | 27.20%-9.5pp | 53.37%-35.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $4,021 | $4,615-12.9% | $6,785-40.7% | $2,670+50.6% |
| Participant deferral / active EE | $3,532 | $6,837-48.3% | $10,408-66.1% | $4,125-14.4% |
| Admin fee / account holder | $7,454 | $8,173-8.8% | $12,815-41.8% | $5,651+31.9% |