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 | $87,628 | $117,859-25.7% | $102,438-14.5% | $145,959-40.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.05% | 31.72%-21.7pp | 29.37%-19.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,466 | $3,615-31.8% | $3,024-18.4% | $4,661-47.1% |
| Participant deferral / active EE | $2,678 | $5,732-53.3% | $5,054-47.0% | $6,689-60.0% |
| Admin fee / account holder | $1,592 | $13,318-88.0% | $9,448-83.2% | $13,398-88.1% |