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 | $116,445 | $162,781-28.5% | $133,956-13.1% | $158,922-26.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.84% | 41.94%-30.1pp | 45.09%-33.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $3,065 | $4,975-38.4% | $3,919-21.8% | $4,761-35.6% |
| Participant deferral / active EE | $8,554 | $5,911+44.7% | $5,048+69.5% | $5,982+43.0% |
| Admin fee / account holder | $379 | $11,736-96.8% | $8,927-95.8% | $11,246-96.6% |