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 | $82,652 | $125,758-34.3% | $169,993-51.4% | $75,163+10.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 23.62% | 27.20%-3.6pp | 53.37%-29.8pp | 160.62%-137.0pp |
| Employer contribution / active EE | $2,670 | $4,615-42.1% | $6,785-60.6% | $2,6700% |
| Participant deferral / active EE | $4,563 | $6,837-33.3% | $10,408-56.2% | $4,125+10.6% |
| Admin fee / account holder | $1,151 | $8,173-85.9% | $12,815-91.0% | $5,651-79.6% |