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 | $82,094 | $107,334-23.5% | $92,893-11.6% | $152,861-46.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.81% | 145.58%-126.8pp | 109.41%-90.6pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,098 | $4,221-50.3% | $3,653-42.6% | $4,762-55.9% |
| Participant deferral / active EE | $7,777 | $4,845+60.5% | $4,236+83.6% | $5,850+32.9% |
| Admin fee / account holder | $1,690 | $7,079-76.1% | $5,794-70.8% | $11,596-85.4% |