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 | $81,007 | $107,934-24.9% | $91,989-11.9% | $152,861-47.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 16.10% | 89.24%-73.1pp | 69.02%-52.9pp | 345.32%-329.2pp |
| Employer contribution / active EE | $3,250 | $4,210-22.8% | $3,452-5.8% | $4,762-31.8% |
| Participant deferral / active EE | $6,809 | $6,364+7.0% | $5,923+15.0% | $5,850+16.4% |
| Admin fee / account holder | $11,008 | $10,520+4.6% | $7,743+42.2% | $11,596-5.1% |