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 | $86,306 | $99,985-13.7% | $146,665-41.2% | $85,850+0.5% |
| Participation rate | 83.9% | 73.1%+10.8pp | 80.1%+3.8pp | 69.3%+14.6pp |
| Annual return | 13.14% | 18.93%-5.8pp | 22.74%-9.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,354 | $2,559-8.0% | $4,136-43.1% | $2,565-8.2% |
| Participant deferral / active EE | $4,416 | $4,006+10.3% | $5,506-19.8% | $3,952+11.8% |
| Admin fee / account holder | $27,517 | $7,702+257.3% | $10,280+167.7% | $6,260+339.6% |