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 | $72,318 | $104,974-31.1% | $95,585-24.3% | $142,382-49.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 15.46% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $2,391 | $2,779-13.9% | $2,527-5.4% | $4,299-44.4% |
| Participant deferral / active EE | $3,622 | $4,352-16.8% | $4,023-10.0% | $6,507-44.3% |
| Admin fee / account holder | $6,928 | $6,386+8.5% | $6,127+13.1% | $12,624-45.1% |