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 8-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 | $97,588 | $111,535-12.5% | $105,223-7.3% | $137,256-28.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,317 | $3,939-41.2% | $3,689-37.2% | $4,156-44.3% |
| Participant deferral / active EE | $6,355 | $5,500+15.6% | $5,072+25.3% | $6,407-0.8% |
| Admin fee / account holder | $7,605 | $9,721-21.8% | $8,859-14.2% | $12,270-38.0% |