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 | $113,754 | $162,781-30.1% | $133,956-15.1% | $158,922-28.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.61% | 41.94%-24.3pp | 45.09%-27.5pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,901 | $4,975-41.7% | $3,919-26.0% | $4,761-39.1% |
| Participant deferral / active EE | $7,374 | $5,911+24.8% | $5,048+46.1% | $5,982+23.3% |
| Admin fee / account holder | $1,571 | $11,736-86.6% | $8,927-82.4% | $11,246-86.0% |