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 | $86,287 | $111,754-22.8% | $103,333-16.5% | $145,922-40.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.27% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $8,418 | $4,212+99.8% | $3,868+117.6% | $4,660+80.7% |
| Participant deferral / active EE | $5,111 | $5,619-9.0% | $5,057+1.1% | $6,688-23.6% |
| Admin fee / account holder | $4,930 | $9,750-49.4% | $8,355-41.0% | $13,397-63.2% |