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 | $92,640 | $117,983-21.5% | $101,794-9.0% | $142,382-34.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.40% | 36.92%-22.5pp | 30.53%-16.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,428 | $2,773+23.6% | $2,289+49.8% | $4,299-20.3% |
| Participant deferral / active EE | $2,345 | $4,714-50.3% | $4,084-42.6% | $6,507-64.0% |
| Admin fee / account holder | $1,531 | $10,433-85.3% | $8,777-82.6% | $12,624-87.9% |