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 | $99,056 | $124,319-20.3% | $111,297-11.0% | $167,490-40.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.70% | 37.44%-18.7pp | 54.65%-36.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $1,544 | $3,435-55.0% | $2,731-43.5% | $4,837-68.1% |
| Participant deferral / active EE | $2,568 | $5,180-50.4% | $4,487-42.8% | $6,341-59.5% |
| Admin fee / account holder | $907 | $10,618-91.5% | $7,964-88.6% | $12,309-92.6% |