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 | $82,151 | $117,381-30.0% | $99,443-17.4% | $152,861-46.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 19.07% | 31.87%-12.8pp | 30.72%-11.7pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,040 | $3,013-32.3% | $2,540-19.7% | $4,762-57.2% |
| Participant deferral / active EE | $6,627 | $4,086+62.2% | $3,619+83.1% | $5,850+13.3% |
| Admin fee / account holder | $399 | $7,631-94.8% | $6,250-93.6% | $11,596-96.6% |