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 8-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 | $102,162 | $110,257-7.3% | $96,544+5.8% | $139,434-26.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.10% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $3,247 | $3,620-10.3% | $2,965+9.5% | $4,751-31.6% |
| Participant deferral / active EE | $7,458 | $5,548+34.4% | $4,851+53.7% | $6,710+11.1% |
| Admin fee / account holder | $7,621 | $11,591-34.3% | $8,252-7.6% | $11,403-33.2% |