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 | $90,527 | $172,111-47.4% | $150,298-39.8% | $137,256-34.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.72% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,716 | $4,636-41.4% | $4,154-34.6% | $4,156-34.6% |
| Participant deferral / active EE | $7,414 | $6,166+20.2% | $5,453+36.0% | $6,407+15.7% |
| Admin fee / account holder | $11,919 | $16,471-27.6% | $14,116-15.6% | $12,270-2.9% |