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 | $89,731 | $162,781-44.9% | $133,956-33.0% | $158,922-43.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.46% | 41.94%-29.5pp | 45.09%-32.6pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,726 | $4,975-25.1% | $3,919-4.9% | $4,761-21.8% |
| Participant deferral / active EE | $3,083 | $5,911-47.8% | $5,048-38.9% | $5,982-48.5% |
| Admin fee / account holder | $24,546 | $11,736+109.1% | $8,927+175.0% | $11,246+118.3% |