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 | $95,391 | $152,587-37.5% | $125,175-23.8% | $152,861-37.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.34% | 54.84%-34.5pp | 43.79%-23.4pp | 345.32%-325.0pp |
| Employer contribution / active EE | $3,011 | $4,946-39.1% | $3,865-22.1% | $4,762-36.8% |
| Participant deferral / active EE | $6,502 | $5,868+10.8% | $4,937+31.7% | $5,850+11.2% |
| Admin fee / account holder | $992 | $13,434-92.6% | $9,702-89.8% | $11,596-91.4% |