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 | $88,915 | $106,515-16.5% | $96,683-8.0% | $139,434-36.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.79% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,817 | $4,103-31.3% | $3,737-24.6% | $4,751-40.7% |
| Participant deferral / active EE | $8,369 | $5,454+53.5% | $4,878+71.6% | $6,710+24.7% |
| Admin fee / account holder | $9,408 | $7,877+19.4% | $6,730+39.8% | $11,403-17.5% |