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 | $88,830 | $232,540-61.8% | $185,117-52.0% | $147,584-39.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 11.29% | 43.03%-31.7pp | 40.50%-29.2pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,880 | $5,195-25.3% | $4,182-7.2% | $4,876-20.4% |
| Participant deferral / active EE | $4,822 | $5,834-17.3% | $5,045-4.4% | $5,439-11.3% |
| Admin fee / account holder | $1,080 | $10,275-89.5% | $8,159-86.8% | $10,885-90.1% |