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 | $96,832 | $117,983-17.9% | $101,794-4.9% | $142,382-32.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.93% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,961 | $2,773-29.3% | $2,289-14.3% | $4,299-54.4% |
| Participant deferral / active EE | $5,555 | $4,714+17.9% | $4,084+36.0% | $6,507-14.6% |
| Admin fee / account holder | $8,222 | $10,433-21.2% | $8,777-6.3% | $12,624-34.9% |