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 | $85,515 | $76,367+12.0% | $93,606-8.6% | $72,985+17.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.58% | 25.82%-1.2pp | 32.76%-8.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,283 | $2,275-43.6% | $2,718-52.8% | $2,440-47.4% |
| Participant deferral / active EE | $3,607 | $3,538+1.9% | $4,069-11.4% | $3,6070% |
| Admin fee / account holder | $3,240 | $6,838-52.6% | $7,888-58.9% | $5,124-36.8% |