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 | $96,960 | $100,754-3.8% | $86,677+11.9% | $134,475-27.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.12% | 29.04%-28.9pp | 35.91%-35.8pp | 417.96%-417.8pp |
| Employer contribution / active EE | $2,221 | $3,489-36.3% | $2,836-21.7% | $4,740-53.1% |
| Participant deferral / active EE | $7,362 | $5,338+37.9% | $4,656+58.1% | $6,400+15.0% |
| Admin fee / account holder | $535 | $10,926-95.1% | $7,493-92.9% | $11,426-95.3% |