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 | $127,990 | $102,828+24.5% | $105,387+21.4% | $152,861-16.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.90% | 20.85%-4.9pp | 26.82%-10.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,592 | $4,473-42.0% | $4,213-38.5% | $4,762-45.6% |
| Participant deferral / active EE | $6,413 | $5,465+17.4% | $5,502+16.6% | $5,850+9.6% |
| Admin fee / account holder | $2,032 | $8,683-76.6% | $6,559-69.0% | $11,596-82.5% |