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 | $88,815 | $98,240-9.6% | $82,313+7.9% | $147,584-39.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.22% | 30.85%-11.6pp | 25.88%-6.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $1,229 | $3,192-61.5% | $2,428-49.4% | $4,876-74.8% |
| Participant deferral / active EE | $4,622 | $4,383+5.5% | $3,706+24.7% | $5,439-15.0% |
| Admin fee / account holder | $675 | $8,563-92.1% | $5,608-88.0% | $10,885-93.8% |