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 7-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 | $58,465 | $111,754-47.7% | $103,333-43.4% | $145,922-59.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.00% | 24.77%-14.8pp | 24.88%-14.9pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,116 | $4,212-49.8% | $3,868-45.3% | $4,660-54.6% |
| Participant deferral / active EE | $10,165 | $5,619+80.9% | $5,057+101.0% | $6,688+52.0% |
| Admin fee / account holder | $5,532 | $9,750-43.3% | $8,355-33.8% | $13,397-58.7% |