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 | $77,064 | $88,707-13.1% | $74,183+3.9% | $273,961-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.34% | 11.94%-5.6pp | 17.74%-11.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,581 | $3,159-50.0% | $2,370-33.3% | $4,869-67.5% |
| Participant deferral / active EE | $6,061 | $4,212+43.9% | $3,550+70.7% | $5,287+14.6% |
| Admin fee / account holder | $11,605 | $8,717+33.1% | $5,586+107.8% | $10,132+14.5% |