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 | $89,079 | $99,652-10.6% | $78,778+13.1% | $147,584-39.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 12.85% | 47.28%-34.4pp | 35.62%-22.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,316 | $2,796-52.9% | $1,986-33.7% | $4,876-73.0% |
| Participant deferral / active EE | $4,264 | $3,664+16.4% | $2,958+44.1% | $5,439-21.6% |
| Admin fee / account holder | $6,019 | $7,155-15.9% | $5,134+17.2% | $10,885-44.7% |