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 | $86,572 | $118,450-26.9% | $98,439-12.1% | $139,434-37.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 12.01% | 18.94%-6.9pp | 21.16%-9.1pp | 372.94%-360.9pp |
| Employer contribution / active EE | $11,005 | $3,609+204.9% | $3,048+261.0% | $4,751+131.6% |
| Participant deferral / active EE | $6,898 | $5,392+27.9% | $4,738+45.6% | $6,710+2.8% |
| Admin fee / account holder | $1,043 | $14,026-92.6% | $8,948-88.3% | $11,403-90.9% |