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 | $95,793 | $115,882-17.3% | $100,516-4.7% | $158,922-39.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.51% | 34.79%-21.3pp | 30.89%-17.4pp | 302.83%-289.3pp |
| Employer contribution / active EE | $7,478 | $4,103+82.2% | $3,418+118.8% | $4,761+57.1% |
| Participant deferral / active EE | $5,163 | $6,674-22.7% | $6,270-17.7% | $5,982-13.7% |
| Admin fee / account holder | $1,180 | $10,995-89.3% | $8,081-85.4% | $11,246-89.5% |