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 | $80,183 | $93,346-14.1% | $71,796+11.7% | $273,961-70.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.51% | 130.39%-123.9pp | 78.04%-71.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $7,195 | $2,733+163.2% | $1,924+273.9% | $4,869+47.8% |
| Participant deferral / active EE | $4,244 | $3,475+22.1% | $2,794+51.9% | $5,287-19.7% |
| Admin fee / account holder | $3,645 | $6,571-44.5% | $4,815-24.3% | $10,132-64.0% |