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 | $93,945 | $74,888+25.4% | $71,209+31.9% | $142,382-34.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.30% | 345.14%-329.8pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,142 | $2,854-24.9% | $2,721-21.3% | $4,299-50.2% |
| Participant deferral / active EE | $3,650 | $4,454-18.1% | $4,175-12.6% | $6,507-43.9% |
| Admin fee / account holder | $1,541 | $5,568-72.3% | $5,349-71.2% | $12,624-87.8% |