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 | $92,331 | $106,515-13.3% | $96,683-4.5% | $139,434-33.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.41% | 38.43%-24.0pp | 35.69%-21.3pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,082 | $4,103-24.9% | $3,737-17.5% | $4,751-35.1% |
| Participant deferral / active EE | $8,500 | $5,454+55.9% | $4,878+74.2% | $6,710+26.7% |
| Admin fee / account holder | $6,954 | $7,877-11.7% | $6,730+3.3% | $11,403-39.0% |