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 | $88,868 | $97,044-8.4% | $83,333+6.6% | $135,375-34.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.50% | 12.31%-3.8pp | 10.63%-2.1pp | 519.73%-511.2pp |
| Employer contribution / active EE | $2,123 | $4,143-48.8% | $3,379-37.2% | $4,779-55.6% |
| Participant deferral / active EE | $6,476 | $5,964+8.6% | $5,565+16.4% | $5,609+15.5% |
| Admin fee / account holder | $334 | $8,380-96.0% | $7,510-95.6% | $10,827-96.9% |