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 | $76,327 | $88,707-14.0% | $74,183+2.9% | $273,961-72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.54% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,767 | $3,159-44.1% | $2,370-25.5% | $4,869-63.7% |
| Participant deferral / active EE | $15,115 | $4,212+258.9% | $3,550+325.8% | $5,287+185.9% |
| Admin fee / account holder | $813 | $8,717-90.7% | $5,586-85.5% | $10,132-92.0% |