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 | $72,168 | $127,777-43.5% | $106,548-32.3% | $167,490-56.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 13.36% | 33.87%-20.5pp | 26.80%-13.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $9,411 | $3,427+174.6% | $2,819+233.8% | $4,837+94.5% |
| Participant deferral / active EE | $8,504 | $5,087+67.2% | $4,398+93.4% | $6,341+34.1% |
| Admin fee / account holder | $2,704 | $11,228-75.9% | $7,407-63.5% | $12,309-78.0% |