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 | $89,760 | $158,398-43.3% | $126,539-29.1% | $142,382-37.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.98% | 593.76%-579.8pp | 425.95%-412.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,607 | $4,650-65.4% | $3,674-56.3% | $4,299-62.6% |
| Participant deferral / active EE | $5,839 | $4,767+22.5% | $4,083+43.0% | $6,507-10.3% |
| Admin fee / account holder | $8,825 | $6,918+27.6% | $6,065+45.5% | $12,624-30.1% |