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 | $93,581 | $117,841-20.6% | $102,423-8.6% | $145,922-35.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.19% | 31.65%-18.5pp | 29.32%-16.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,993 | $3,615-17.2% | $3,023-1.0% | $4,660-35.8% |
| Participant deferral / active EE | $7,956 | $5,731+38.8% | $5,053+57.5% | $6,688+19.0% |
| Admin fee / account holder | $4,053 | $13,326-69.6% | $9,451-57.1% | $13,397-69.7% |