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 | $92,271 | $106,515-13.4% | $96,683-4.6% | $139,434-33.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.63% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $7,113 | $4,103+73.4% | $3,737+90.4% | $4,751+49.7% |
| Participant deferral / active EE | $6,078 | $5,454+11.4% | $4,878+24.6% | $6,710-9.4% |
| Admin fee / account holder | $26,005 | $7,877+230.1% | $6,730+286.4% | $11,403+128.1% |