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 | $90,622 | $232,540-61.0% | $185,117-51.0% | $147,584-38.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.36% | 43.03%-27.7pp | 40.50%-25.1pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,164 | $5,195-77.6% | $4,182-72.2% | $4,876-76.1% |
| Participant deferral / active EE | $5,778 | $5,834-1.0% | $5,045+14.5% | $5,439+6.2% |
| Admin fee / account holder | $675 | $10,275-93.4% | $8,159-91.7% | $10,885-93.8% |