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 | $86,203 | $117,841-26.8% | $102,423-15.8% | $145,922-40.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.54% | 31.65%-18.1pp | 29.32%-15.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,965 | $3,615+65.0% | $3,023+97.3% | $4,660+28.0% |
| Participant deferral / active EE | $4,455 | $5,731-22.3% | $5,053-11.8% | $6,688-33.4% |
| Admin fee / account holder | $7,580 | $13,326-43.1% | $9,451-19.8% | $13,397-43.4% |