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 | $95,212 | $115,770-17.8% | $101,248-6.0% | $158,922-40.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.63% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,204 | $4,175-71.2% | $3,660-67.1% | $4,761-74.7% |
| Participant deferral / active EE | $7,152 | $4,957+44.3% | $4,370+63.7% | $5,982+19.6% |
| Admin fee / account holder | $3,239 | $7,245-55.3% | $5,945-45.5% | $11,246-71.2% |