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 | $85,720 | $105,859-19.0% | $90,160-4.9% | $147,584-41.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.27% | 37.63%-23.4pp | 34.88%-20.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,111 | $4,126-24.6% | $3,318-6.2% | $4,876-36.2% |
| Participant deferral / active EE | $6,016 | $5,733+4.9% | $5,288+13.8% | $5,439+10.6% |
| Admin fee / account holder | $1,748 | $8,046-78.3% | $5,943-70.6% | $10,885-83.9% |