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 | $98,134 | $100,901-2.7% | $75,670+29.7% | $147,584-33.5% |
| Participation rate | 82.6% | 77.1%+5.5pp | 72.3%+10.3pp | 82.8%-0.2pp |
| Annual return | 15.07% | 35.78%-20.7pp | 27.34%-12.3pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,635 | $3,253-49.7% | $2,352-30.5% | $4,876-66.5% |
| Participant deferral / active EE | $4,050 | $4,027+0.6% | $3,142+28.9% | $5,439-25.5% |
| Admin fee / account holder | $307 | $11,285-97.3% | $5,800-94.7% | $10,885-97.2% |