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 | $72,456 | $117,841-38.5% | $102,423-29.3% | $145,922-50.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 31.65%-22.7pp | 29.32%-20.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $4,274 | $3,615+18.2% | $3,023+41.4% | $4,660-8.3% |
| Participant deferral / active EE | $5,410 | $5,731-5.6% | $5,053+7.1% | $6,688-19.1% |
| Admin fee / account holder | $2,237 | $13,326-83.2% | $9,451-76.3% | $13,397-83.3% |