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 | $92,986 | $105,859-12.2% | $90,160+3.1% | $147,584-37.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.38% | 37.63%-24.2pp | 34.88%-21.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $16,691 | $4,126+304.5% | $3,318+403.0% | $4,876+242.3% |
| Participant deferral / active EE | $12,164 | $5,733+112.2% | $5,288+130.1% | $5,439+123.7% |
| Admin fee / account holder | $591 | $8,046-92.7% | $5,943-90.1% | $10,885-94.6% |