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 | $97,179 | $127,065-23.5% | $113,168-14.1% | $142,382-31.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.13% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,737 | $3,442-20.5% | $2,975-8.0% | $4,299-36.3% |
| Participant deferral / active EE | $7,978 | $5,716+39.6% | $5,107+56.2% | $6,507+22.6% |
| Admin fee / account holder | $3,321 | $15,736-78.9% | $12,068-72.5% | $12,624-73.7% |