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 | $92,695 | $117,381-21.0% | $99,443-6.8% | $152,861-39.4% |
| Participation rate | 93.3% | 77.5%+15.8pp | 73.8%+19.5pp | 82.4%+10.9pp |
| Annual return | 8.80% | 31.87%-23.1pp | 30.72%-21.9pp | 345.32%-336.5pp |
| Employer contribution / active EE | $4,667 | $3,013+54.9% | $2,540+83.7% | $4,762-2.0% |
| Participant deferral / active EE | $3,812 | $4,086-6.7% | $3,619+5.3% | $5,850-34.8% |
| Admin fee / account holder | $22,178 | $7,631+190.6% | $6,250+254.8% | $11,596+91.2% |