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 | $85,144 | $74,927+13.6% | $101,794-16.4% | $84,808+0.4% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 13.62% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,980 | $1,522+30.1% | $2,289-13.5% | $2,631-24.7% |
| Participant deferral / active EE | $2,250 | $3,099-27.4% | $4,084-44.9% | $4,212-46.6% |
| Admin fee / account holder | $26,198 | $6,514+302.2% | $8,777+198.5% | $7,344+256.7% |