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 | $98,146 | $115,882-15.3% | $100,516-2.4% | $158,922-38.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.94% | 34.79%-16.8pp | 30.89%-12.9pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,206 | $4,103-21.9% | $3,418-6.2% | $4,761-32.7% |
| Participant deferral / active EE | $6,293 | $6,674-5.7% | $6,270+0.4% | $5,982+5.2% |
| Admin fee / account holder | $684 | $10,995-93.8% | $8,081-91.5% | $11,246-93.9% |