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 | $102,774 | $106,515-3.5% | $96,683+6.3% | $139,434-26.3% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 21.03% | 38.43%-17.4pp | 35.69%-14.7pp | 372.94%-351.9pp |
| Employer contribution / active EE | $3,325 | $4,103-19.0% | $3,737-11.0% | $4,751-30.0% |
| Participant deferral / active EE | $8,560 | $5,454+56.9% | $4,878+75.5% | $6,710+27.6% |
| Admin fee / account holder | $1,244 | $7,877-84.2% | $6,730-81.5% | $11,403-89.1% |