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 | $84,205 | $81,460+3.4% | $103,333-18.5% | $80,856+4.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 11.01% | 25.55%-14.5pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,461 | $3,105-20.7% | $3,868-36.4% | $2,755-10.7% |
| Participant deferral / active EE | $2,642 | $3,869-31.7% | $5,057-47.8% | $4,296-38.5% |
| Admin fee / account holder | $10,383 | $6,566+58.1% | $8,355+24.3% | $6,918+50.1% |