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 | $104,708 | $124,319-15.8% | $111,297-5.9% | $167,490-37.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.92% | 37.44%-26.5pp | 54.65%-43.7pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,060 | $3,435-69.2% | $2,731-61.2% | $4,837-78.1% |
| Participant deferral / active EE | $6,413 | $5,180+23.8% | $4,487+42.9% | $6,341+1.1% |
| Admin fee / account holder | $1,089 | $10,618-89.7% | $7,964-86.3% | $12,309-91.2% |