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 | $103,191 | $78,672+31.2% | $109,143-5.5% | $85,850+20.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.57% | 25.09%-11.5pp | 25.75%-12.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,010 | $2,735-63.1% | $3,722-72.9% | $2,565-60.6% |
| Participant deferral / active EE | $5,949 | $3,467+71.6% | $4,653+27.8% | $3,952+50.5% |
| Admin fee / account holder | $1,373 | $5,469-74.9% | $6,752-79.7% | $6,260-78.1% |