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 | $86,165 | $53,777+60.2% | $134,143-35.8% | $79,858+7.9% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.39% | 19.01%-3.6pp | 36.33%-20.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,550 | $1,321+93.0% | $3,704-31.2% | $2,471+3.2% |
| Participant deferral / active EE | $3,496 | $2,420+44.4% | $3,499-0.1% | $3,740-6.5% |
| Admin fee / account holder | $4,505 | $3,984+13.1% | $6,684-32.6% | $5,306-15.1% |