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 | $89,961 | $116,175-22.6% | $93,606-3.9% | $152,861-41.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.55% | 35.96%-15.4pp | 32.76%-12.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,748 | $3,218-14.6% | $2,718+1.1% | $4,762-42.3% |
| Participant deferral / active EE | $6,621 | $4,603+43.8% | $4,069+62.7% | $5,850+13.2% |
| Admin fee / account holder | $841 | $10,748-92.2% | $7,888-89.3% | $11,596-92.8% |