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 | $87,906 | $185,822-52.7% | $169,993-48.3% | $139,434-37.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.62% | 60.50%-44.9pp | 53.37%-37.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,115 | $7,590-72.1% | $6,785-68.8% | $4,751-55.5% |
| Participant deferral / active EE | $7,500 | $11,622-35.5% | $10,408-27.9% | $6,710+11.8% |
| Admin fee / account holder | $2,792 | $15,381-81.8% | $12,815-78.2% | $11,403-75.5% |