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 | $88,083 | $185,822-52.6% | $169,993-48.2% | $139,434-36.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.26% | 60.50%-46.2pp | 53.37%-39.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $6,470 | $7,590-14.8% | $6,785-4.6% | $4,751+36.2% |
| Participant deferral / active EE | $6,023 | $11,622-48.2% | $10,408-42.1% | $6,710-10.2% |
| Admin fee / account holder | $1,360 | $15,381-91.2% | $12,815-89.4% | $11,403-88.1% |