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 | $96,930 | $116,175-16.6% | $93,606+3.6% | $152,861-36.6% |
| Participation rate | 94.4% | 78.0%+16.4pp | 75.8%+18.6pp | 82.4%+12.0pp |
| Annual return | 24.64% | 35.96%-11.3pp | 32.76%-8.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $2,338 | $3,218-27.3% | $2,718-14.0% | $4,762-50.9% |
| Participant deferral / active EE | $3,748 | $4,603-18.6% | $4,069-7.9% | $5,850-35.9% |
| Admin fee / account holder | $18,955 | $10,748+76.4% | $7,888+140.3% | $11,596+63.5% |