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 | $83,820 | $81,248+3.2% | $155,509-46.1% | $80,856+3.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 10.98% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,449 | $3,100-53.3% | $4,672-69.0% | $2,755-47.4% |
| Participant deferral / active EE | $4,127 | $3,452+19.6% | $5,626-26.6% | $4,296-3.9% |
| Admin fee / account holder | $1,101 | $7,997-86.2% | $15,912-93.1% | $6,918-84.1% |