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 | $136,090 | $96,965+40.4% | $97,995+38.9% | $147,584-7.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.56% | 24.11%-8.5pp | 23.94%-8.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $3,332 | $4,536-26.6% | $4,158-19.9% | $4,876-31.7% |
| Participant deferral / active EE | $8,564 | $5,081+68.5% | $5,097+68.0% | $5,439+57.5% |
| Admin fee / account holder | $1,452 | $8,120-82.1% | $5,943-75.6% | $10,885-86.7% |