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 | $84,976 | $97,125-12.5% | $86,233-1.5% | $137,256-38.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 13.66% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,421 | $2,841-50.0% | $2,504-43.3% | $4,156-65.8% |
| Participant deferral / active EE | $3,060 | $5,180-40.9% | $4,559-32.9% | $6,407-52.2% |
| Admin fee / account holder | $11,531 | $9,725+18.6% | $8,342+38.2% | $12,270-6.0% |