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 | $81,670 | $125,758-35.1% | $169,993-52.0% | $75,163+8.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.32% | 27.20%-10.9pp | 53.37%-37.1pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,553 | $4,615-44.7% | $6,785-62.4% | $2,670-4.4% |
| Participant deferral / active EE | $4,317 | $6,837-36.9% | $10,408-58.5% | $4,125+4.7% |
| Admin fee / account holder | $13,099 | $8,173+60.3% | $12,815+2.2% | $5,651+131.8% |