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 | $69,442 | $60,022+15.7% | $88,946-21.9% | $84,808-18.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.69% | 22.43%-5.7pp | 57.82%-41.1pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,395 | $1,703-18.1% | $2,555-45.4% | $2,631-47.0% |
| Participant deferral / active EE | $5,546 | $3,114+78.1% | $4,581+21.0% | $4,212+31.7% |
| Admin fee / account holder | $5,418 | $4,811+12.6% | $8,261-34.4% | $7,344-26.2% |