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 | $94,473 | $232,540-59.4% | $185,117-49.0% | $147,584-36.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.91% | 43.03%-26.1pp | 40.50%-23.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $4,940 | $5,195-4.9% | $4,182+18.1% | $4,876+1.3% |
| Participant deferral / active EE | $7,449 | $5,834+27.7% | $5,045+47.7% | $5,439+37.0% |
| Admin fee / account holder | $3,867 | $10,275-62.4% | $8,159-52.6% | $10,885-64.5% |