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 | $93,578 | $106,515-12.1% | $96,683-3.2% | $139,434-32.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.31% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $8,413 | $4,103+105.1% | $3,737+125.1% | $4,751+77.1% |
| Participant deferral / active EE | $4,706 | $5,454-13.7% | $4,878-3.5% | $6,710-29.9% |
| Admin fee / account holder | $1,650 | $7,877-79.1% | $6,730-75.5% | $11,403-85.5% |