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 | $94,823 | $111,814-15.2% | $93,654+1.2% | $145,959-35.0% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 11.95% | 203.30%-191.3pp | 133.34%-121.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $9,061 | $3,092+193.1% | $2,421+274.3% | $4,661+94.4% |
| Participant deferral / active EE | $7,154 | $4,914+45.6% | $4,413+62.1% | $6,689+7.0% |
| Admin fee / account holder | $2,301 | $10,246-77.5% | $8,282-72.2% | $13,398-82.8% |