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 | $93,825 | $98,240-4.5% | $82,313+14.0% | $147,584-36.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.21% | 30.85%-21.6pp | 25.88%-16.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $1,775 | $3,192-44.4% | $2,428-26.9% | $4,876-63.6% |
| Participant deferral / active EE | $3,105 | $4,383-29.2% | $3,706-16.2% | $5,439-42.9% |
| Admin fee / account holder | $9,005 | $8,563+5.2% | $5,608+60.6% | $10,885-17.3% |