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 | $115,123 | $124,319-7.4% | $111,297+3.4% | $167,490-31.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.45% | 37.44%-24.0pp | 54.65%-41.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,592 | $3,435-24.6% | $2,731-5.1% | $4,837-46.4% |
| Participant deferral / active EE | $7,768 | $5,180+50.0% | $4,487+73.1% | $6,341+22.5% |
| Admin fee / account holder | $672 | $10,618-93.7% | $7,964-91.6% | $12,309-94.5% |