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 | $90,491 | $117,841-23.2% | $102,423-11.6% | $145,922-38.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.08% | 31.65%-15.6pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $3,657 | $3,615+1.2% | $3,023+21.0% | $4,660-21.5% |
| Participant deferral / active EE | $5,885 | $5,731+2.7% | $5,053+16.5% | $6,688-12.0% |
| Admin fee / account holder | $5,048 | $13,326-62.1% | $9,451-46.6% | $13,397-62.3% |