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 | $84,488 | $80,717+4.7% | $154,803-45.4% | $84,808-0.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.29% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,416 | $2,761-12.5% | $4,305-43.9% | $2,631-8.2% |
| Participant deferral / active EE | $6,833 | $3,303+106.9% | $5,540+23.3% | $4,212+62.3% |
| Admin fee / account holder | $1,137 | $6,746-83.1% | $14,329-92.1% | $7,344-84.5% |