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 | $91,155 | $124,281-26.7% | $109,143-16.5% | $167,490-45.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.18% | 26.04%-13.9pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $9,618 | $4,207+128.6% | $3,722+158.4% | $4,837+98.8% |
| Participant deferral / active EE | $7,127 | $5,255+35.6% | $4,653+53.2% | $6,341+12.4% |
| Admin fee / account holder | $3,035 | $7,970-61.9% | $6,752-55.1% | $12,309-75.3% |