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 | $86,151 | $48,364+78.1% | $71,796+20.0% | $62,891+37.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.49% | 13.16%-5.7pp | 78.04%-70.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,602 | $1,042+53.8% | $1,924-16.7% | $2,281-29.7% |
| Participant deferral / active EE | $960 | $2,091-54.1% | $2,794-65.6% | $3,203-70.0% |
| Admin fee / account holder | $2,022 | $3,771-46.4% | $4,815-58.0% | $4,296-52.9% |