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 | $96,871 | $103,376-6.3% | $87,100+11.2% | $152,861-36.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.02% | 28.10%-12.1pp | 28.19%-12.2pp | 345.32%-329.3pp |
| Employer contribution / active EE | $7,815 | $3,220+142.7% | $2,521+209.9% | $4,762+64.1% |
| Participant deferral / active EE | $4,808 | $4,778+0.6% | $4,049+18.7% | $5,850-17.8% |
| Admin fee / account holder | $445 | $12,205-96.4% | $7,497-94.1% | $11,596-96.2% |