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 7-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 | $95,114 | $117,841-19.3% | $102,423-7.1% | $145,922-34.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 11.17% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,903 | $3,615-47.4% | $3,023-37.1% | $4,660-59.2% |
| Participant deferral / active EE | $3,757 | $5,731-34.4% | $5,053-25.6% | $6,688-43.8% |
| Admin fee / account holder | $28,856 | $13,326+116.5% | $9,451+205.3% | $13,397+115.4% |