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 | $86,322 | $118,450-27.1% | $98,439-12.3% | $139,434-38.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 9.00% | 18.94%-9.9pp | 21.16%-12.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $3,134 | $3,609-13.2% | $3,048+2.8% | $4,751-34.0% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $1,463 | $14,026-89.6% | $8,948-83.6% | $11,403-87.2% |