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 | $90,599 | $84,233+7.6% | $170,442-46.8% | $70,131+29.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.95% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,655 | $3,387-51.1% | $5,433-69.5% | $2,342-29.3% |
| Participant deferral / active EE | $3,722 | $3,086+20.6% | $4,939-24.6% | $3,332+11.7% |
| Admin fee / account holder | $2,321 | $5,698-59.3% | $13,880-83.3% | $4,645-50.0% |