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 | $87,122 | $112,096-22.3% | $95,952-9.2% | $158,922-45.2% |
| Participation rate | 93.8% | 79.0%+14.8pp | 77.1%+16.7pp | 82.0%+11.8pp |
| Annual return | 11.77% | 171.09%-159.3pp | 91.61%-79.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $8,926 | $3,198+179.1% | $2,541+251.3% | $4,761+87.5% |
| Participant deferral / active EE | $7,478 | $4,784+56.3% | $4,167+79.5% | $5,982+25.0% |
| Admin fee / account holder | $5,733 | $10,130-43.4% | $6,795-15.6% | $11,246-49.0% |