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 | $82,466 | $100,923-18.3% | $150,045-45.0% | $74,304+11.0% |
| Participation rate | 97.6% | 70.1%+27.5pp | 82.3%+15.3pp | 60.3%+37.3pp |
| Annual return | 21.86% | 51.77%-29.9pp | 62.55%-40.7pp | 29.43%-7.6pp |
| Employer contribution / active EE | $3,343 | $3,463-3.5% | $4,693-28.8% | $2,241+49.2% |
| Participant deferral / active EE | $7,943 | $6,709+18.4% | $7,997-0.7% | $3,767+110.8% |
| Admin fee / account holder | $810 | $2,767-70.7% | $13,435-94.0% | $2,969-72.7% |