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 | $106,762 | $117,381-9.0% | $99,443+7.4% | $152,861-30.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 13.62% | 31.87%-18.2pp | 30.72%-17.1pp | 345.32%-331.7pp |
| Employer contribution / active EE | $6,181 | $3,013+105.2% | $2,540+143.4% | $4,762+29.8% |
| Participant deferral / active EE | $3,226 | $4,086-21.0% | $3,619-10.9% | $5,850-44.9% |
| Admin fee / account holder | $6,987 | $7,631-8.4% | $6,250+11.8% | $11,596-39.8% |