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 | $79,819 | $162,781-51.0% | $133,956-40.4% | $158,922-49.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.19% | 41.94%-23.8pp | 45.09%-26.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,113 | $4,975-17.3% | $3,919+5.0% | $4,761-13.6% |
| Participant deferral / active EE | $3,111 | $5,911-47.4% | $5,048-38.4% | $5,982-48.0% |
| Admin fee / account holder | $5,012 | $11,736-57.3% | $8,927-43.9% | $11,246-55.4% |