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 | $120,592 | $185,822-35.1% | $169,993-29.1% | $139,434-13.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.84% | 60.50%-45.7pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,268 | $7,590-70.1% | $6,785-66.6% | $4,751-52.3% |
| Participant deferral / active EE | $7,576 | $11,622-34.8% | $10,408-27.2% | $6,710+12.9% |
| Admin fee / account holder | $5,968 | $15,381-61.2% | $12,815-53.4% | $11,403-47.7% |