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 | $82,613 | $104,251-20.8% | $91,001-9.2% | $147,584-44.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.16% | 27.06%-7.9pp | 4.60%+14.6pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,093 | $3,116-0.7% | $2,456+26.0% | $4,876-36.6% |
| Participant deferral / active EE | $6,750 | $4,195+60.9% | $3,547+90.3% | $5,439+24.1% |
| Admin fee / account holder | $5,041 | $8,948-43.7% | $5,417-6.9% | $10,885-53.7% |