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 | $91,385 | $103,031-11.3% | $78,805+16.0% | $357,791-74.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 73.6%+26.4pp | 85.6%+14.4pp |
| Annual return | 16.65% | -11.97%+28.6pp | -2.71%+19.4pp | 396.79%-380.1pp |
| Employer contribution / active EE | $5,481 | $6,909-20.7% | $4,059+35.0% | $7,508-27.0% |
| Participant deferral / active EE | $7,350 | $5,060+45.3% | $3,584+105.1% | $5,521+33.1% |
| Admin fee / account holder | $901 | $5,883-84.7% | $5,677-84.1% | $28,387-96.8% |