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 | $98,197 | $117,841-16.7% | $102,423-4.1% | $145,922-32.7% |
| Participation rate | 86.7% | 78.6%+8.1pp | 76.5%+10.2pp | 80.3%+6.4pp |
| Annual return | 13.57% | 31.65%-18.1pp | 29.32%-15.7pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,275 | $3,615-64.7% | $3,023-57.8% | $4,660-72.6% |
| Participant deferral / active EE | $2,745 | $5,731-52.1% | $5,053-45.7% | $6,688-59.0% |
| Admin fee / account holder | $142,079 | $13,326+966.2% | $9,451+1403.4% | $13,397+960.5% |