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 | $84,631 | $117,841-28.2% | $102,423-17.4% | $145,922-42.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.34% | 31.65%-16.3pp | 29.32%-14.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,963 | $3,615+9.6% | $3,023+31.1% | $4,660-15.0% |
| Participant deferral / active EE | $9,872 | $5,731+72.3% | $5,053+95.4% | $6,688+47.6% |
| Admin fee / account holder | $802 | $13,326-94.0% | $9,451-91.5% | $13,397-94.0% |