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 | $88,840 | $152,587-41.8% | $125,175-29.0% | $152,861-41.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.70% | 54.84%-35.1pp | 43.79%-24.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,200 | $4,946-35.3% | $3,865-17.2% | $4,762-32.8% |
| Participant deferral / active EE | $2,972 | $5,868-49.4% | $4,937-39.8% | $5,850-49.2% |
| Admin fee / account holder | $984 | $13,434-92.7% | $9,702-89.9% | $11,596-91.5% |