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 | $86,128 | $106,515-19.1% | $96,683-10.9% | $139,434-38.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.93% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $2,949 | $4,103-28.1% | $3,737-21.1% | $4,751-37.9% |
| Participant deferral / active EE | $3,094 | $5,454-43.3% | $4,878-36.6% | $6,710-53.9% |
| Admin fee / account holder | $13,463 | $7,877+70.9% | $6,730+100.1% | $11,403+18.1% |