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 | $89,772 | $148,978-39.7% | $200,582-55.2% | $84,808+5.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.08% | 28.16%-10.1pp | 42.33%-24.3pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,649 | $4,815-45.0% | $6,419-58.7% | $2,631+0.7% |
| Participant deferral / active EE | $6,482 | $7,142-9.2% | $9,331-30.5% | $4,212+53.9% |
| Admin fee / account holder | $873 | $13,977-93.8% | $16,305-94.6% | $7,344-88.1% |