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 | $91,374 | $133,922-31.8% | $116,228-21.4% | $142,382-35.8% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.6%+20.4pp | 80.1%+14.9pp |
| Annual return | 9.91% | 147.76%-137.8pp | 90.06%-80.1pp | 217.08%-207.2pp |
| Employer contribution / active EE | $6,625 | $3,446+92.3% | $2,994+121.2% | $4,299+54.1% |
| Participant deferral / active EE | $0 | $5,672-100.0% | $4,953-100.0% | $6,507-100.0% |
| Admin fee / account holder | $7,311 | $14,945-51.1% | $11,989-39.0% | $12,624-42.1% |