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 | $85,925 | $87,540-1.8% | $75,781+13.4% | $125,391-31.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.65% | 13.48%-15.1pp | 9.68%-11.3pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,468 | $3,930-11.8% | $3,323+4.4% | $4,866-28.7% |
| Participant deferral / active EE | $5,298 | $4,229+25.3% | $3,651+45.1% | $5,352-1.0% |
| Admin fee / account holder | $1,400 | $6,502-78.5% | $5,299-73.6% | $9,540-85.3% |