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 | $86,670 | $185,822-53.4% | $169,993-49.0% | $139,434-37.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,115 | $7,590-59.0% | $6,785-54.1% | $4,751-34.4% |
| Participant deferral / active EE | $9,287 | $11,622-20.1% | $10,408-10.8% | $6,710+38.4% |
| Admin fee / account holder | $27,614 | $15,381+79.5% | $12,815+115.5% | $11,403+142.2% |