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 | $85,701 | $106,515-19.5% | $96,683-11.4% | $139,434-38.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.85% | 38.43%-24.6pp | 35.69%-21.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,217 | $4,103-46.0% | $3,737-40.7% | $4,751-53.3% |
| Participant deferral / active EE | $7,834 | $5,454+43.6% | $4,878+60.6% | $6,710+16.7% |
| Admin fee / account holder | $4,506 | $7,877-42.8% | $6,730-33.0% | $11,403-60.5% |