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 | $97,521 | $157,256-38.0% | $141,162-30.9% | $152,861-36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.18% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,390 | $5,261-35.6% | $4,735-28.4% | $4,762-28.8% |
| Participant deferral / active EE | $8,860 | $7,109+24.6% | $6,709+32.1% | $5,850+51.5% |
| Admin fee / account holder | $3,933 | $12,120-67.6% | $10,261-61.7% | $11,596-66.1% |