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 | $80,172 | $107,934-25.7% | $91,989-12.8% | $152,861-47.6% |
| Participation rate | 91.7% | 81.2%+10.5pp | 78.6%+13.0pp | 82.4%+9.2pp |
| Annual return | 21.26% | 89.24%-68.0pp | 69.02%-47.8pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,748 | $4,210-34.7% | $3,452-20.4% | $4,762-42.3% |
| Participant deferral / active EE | $2,895 | $6,364-54.5% | $5,923-51.1% | $5,850-50.5% |
| Admin fee / account holder | $19,771 | $10,520+87.9% | $7,743+155.3% | $11,596+70.5% |