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 | $89,575 | $185,822-51.8% | $169,993-47.3% | $139,434-35.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.18% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,210 | $7,590-70.9% | $6,785-67.4% | $4,751-53.5% |
| Participant deferral / active EE | $4,308 | $11,622-62.9% | $10,408-58.6% | $6,710-35.8% |
| Admin fee / account holder | $10,387 | $15,381-32.5% | $12,815-18.9% | $11,403-8.9% |