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 | $96,645 | $117,841-18.0% | $102,423-5.6% | $145,922-33.8% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 10.77% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,980 | $3,615-17.6% | $3,023-1.4% | $4,660-36.0% |
| Participant deferral / active EE | $6,940 | $5,731+21.1% | $5,053+37.4% | $6,688+3.8% |
| Admin fee / account holder | $383 | $13,326-97.1% | $9,451-96.0% | $13,397-97.1% |