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 | $84,482 | $98,240-14.0% | $82,313+2.6% | $147,584-42.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.91% | 30.85%-11.9pp | 25.88%-7.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,831 | $3,192-42.6% | $2,428-24.6% | $4,876-62.5% |
| Participant deferral / active EE | $3,692 | $4,383-15.8% | $3,706-0.4% | $5,439-32.1% |
| Admin fee / account holder | $3,903 | $8,563-54.4% | $5,608-30.4% | $10,885-64.1% |