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 | $97,017 | $111,301-12.8% | $112,977-14.1% | $158,922-39.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 16.03% | 26.40%-10.4pp | 24.24%-8.2pp | 302.83%-286.8pp |
| Employer contribution / active EE | $6,979 | $4,471+56.1% | $4,255+64.0% | $4,761+46.6% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $19,004 | $8,392+126.5% | $6,294+201.9% | $11,246+69.0% |