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 | $89,449 | $98,240-8.9% | $82,313+8.7% | $147,584-39.4% |
| Participation rate | 95.2% | 79.7%+15.5pp | 76.9%+18.3pp | 82.8%+12.4pp |
| Annual return | 14.76% | 30.85%-16.1pp | 25.88%-11.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,719 | $3,192-46.1% | $2,428-29.2% | $4,876-64.7% |
| Participant deferral / active EE | $3,416 | $4,383-22.1% | $3,706-7.8% | $5,439-37.2% |
| Admin fee / account holder | $1,301 | $8,563-84.8% | $5,608-76.8% | $10,885-88.0% |