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 | $94,422 | $85,790+10.1% | $67,313+40.3% | $135,375-30.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 18.53% | -0.54%+19.1pp | -4.08%+22.6pp | 519.73%-501.2pp |
| Employer contribution / active EE | $3,202 | $3,487-8.2% | $2,566+24.8% | $4,779-33.0% |
| Participant deferral / active EE | $8,571 | $4,651+84.3% | $3,568+140.2% | $5,609+52.8% |
| Admin fee / account holder | $887 | $6,392-86.1% | $4,507-80.3% | $10,827-91.8% |