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 | $90,540 | $85,022+6.5% | $70,515+28.4% | $139,434-35.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.72% | 30.38%-18.7pp | 32.77%-21.0pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,125 | $3,909-20.1% | $2,973+5.1% | $4,751-34.2% |
| Participant deferral / active EE | $4,727 | $5,890-19.7% | $4,567+3.5% | $6,710-29.5% |
| Admin fee / account holder | $4,171 | $8,906-53.2% | $6,412-35.0% | $11,403-63.4% |