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 | $85,470 | $108,919-21.5% | $100,391-14.9% | $145,922-41.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 23.30% | 57.88%-34.6pp | 49.20%-25.9pp | 561.29%-538.0pp |
| Employer contribution / active EE | $5,483 | $4,419+24.1% | $3,942+39.1% | $4,660+17.7% |
| Participant deferral / active EE | $6,603 | $8,445-21.8% | $8,082-18.3% | $6,688-1.3% |
| Admin fee / account holder | $10,167 | $9,689+4.9% | $7,899+28.7% | $13,397-24.1% |