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 | $91,856 | $106,236-13.5% | $96,496-4.8% | $139,427-34.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.41% | 38.43%-25.0pp | 35.70%-22.3pp | 373.27%-359.9pp |
| Employer contribution / active EE | $2,190 | $4,104-46.6% | $3,738-41.4% | $4,752-53.9% |
| Participant deferral / active EE | $10,234 | $5,455+87.6% | $4,879+109.8% | $6,711+52.5% |
| Admin fee / account holder | $405 | $7,879-94.9% | $6,731-94.0% | $11,404-96.4% |