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 | $99,528 | $124,281-19.9% | $109,143-8.8% | $167,490-40.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.45% | 26.04%-14.6pp | 25.75%-14.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,043 | $4,207-51.5% | $3,722-45.1% | $4,837-57.8% |
| Participant deferral / active EE | $2,978 | $5,255-43.3% | $4,653-36.0% | $6,341-53.0% |
| Admin fee / account holder | $6,288 | $7,970-21.1% | $6,752-6.9% | $12,309-48.9% |