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 | $91,319 | $76,552+19.3% | $123,892-26.3% | $62,891+45.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.18% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,441 | $2,883-50.0% | $4,617-68.8% | $2,281-36.8% |
| Participant deferral / active EE | $2,854 | $4,840-41.0% | $5,984-52.3% | $3,203-10.9% |
| Admin fee / account holder | $5,792 | $4,826+20.0% | $8,357-30.7% | $4,296+34.8% |