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 | $97,404 | $197,591-50.7% | $177,821-45.2% | $158,922-38.7% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 16.95% | 58.76%-41.8pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $5,286 | $6,697-21.1% | $5,918-10.7% | $4,761+11.0% |
| Participant deferral / active EE | $10,633 | $8,405+26.5% | $7,714+37.8% | $5,982+77.7% |
| Admin fee / account holder | $8,205 | $15,399-46.7% | $12,427-34.0% | $11,246-27.0% |