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 | $81,591 | $106,515-23.4% | $96,683-15.6% | $139,434-41.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 21.54% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,531 | $4,103-38.3% | $3,737-32.3% | $4,751-46.7% |
| Participant deferral / active EE | $11,634 | $5,454+113.3% | $4,878+138.5% | $6,710+73.4% |
| Admin fee / account holder | $945 | $7,877-88.0% | $6,730-86.0% | $11,403-91.7% |