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 | $98,894 | $137,414-28.0% | $189,513-47.8% | $85,850+15.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 12.73% | 38.14%-25.4pp | 555.15%-542.4pp | 318.53%-305.8pp |
| Employer contribution / active EE | $2,165 | $4,344-50.2% | $6,162-64.9% | $2,565-15.6% |
| Participant deferral / active EE | $3,604 | $6,260-42.4% | $8,221-56.2% | $3,952-8.8% |
| Admin fee / account holder | $1,574 | $8,630-81.8% | $12,045-86.9% | $6,260-74.9% |