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 | $91,397 | $107,934-15.3% | $91,989-0.6% | $152,861-40.2% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 17.84% | 89.24%-71.4pp | 69.02%-51.2pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,484 | $4,210-41.0% | $3,452-28.1% | $4,762-47.8% |
| Participant deferral / active EE | $5,587 | $6,364-12.2% | $5,923-5.7% | $5,850-4.5% |
| Admin fee / account holder | $556 | $10,520-94.7% | $7,743-92.8% | $11,596-95.2% |