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 | $86,313 | $118,427-27.1% | $66,042+30.7% | $142,382-39.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 8.78% | 35.57%-26.8pp | 52.11%-43.3pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,604 | $2,570+1.3% | $1,579+64.9% | $4,299-39.4% |
| Participant deferral / active EE | $9,540 | $4,311+121.3% | $2,835+236.5% | $6,507+46.6% |
| Admin fee / account holder | $807 | $9,593-91.6% | $5,747-86.0% | $12,624-93.6% |