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 | $85,563 | $107,934-20.7% | $91,989-7.0% | $152,861-44.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 19.48% | 89.24%-69.8pp | 69.02%-49.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,398 | $4,210-19.3% | $3,452-1.5% | $4,762-28.6% |
| Participant deferral / active EE | $5,699 | $6,364-10.4% | $5,923-3.8% | $5,850-2.6% |
| Admin fee / account holder | $14,987 | $10,520+42.5% | $7,743+93.6% | $11,596+29.2% |