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 6-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 | $89,557 | $110,261-18.8% | $95,745-6.5% | $139,434-35.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.76% | 27.11%-13.3pp | 28.35%-14.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,884 | $3,257-42.2% | $2,835-33.5% | $4,751-60.3% |
| Participant deferral / active EE | $4,756 | $4,676+1.7% | $4,245+12.1% | $6,710-29.1% |
| Admin fee / account holder | $394 | $6,613-94.0% | $5,678-93.1% | $11,403-96.5% |