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 | $86,292 | $111,754-22.8% | $103,333-16.5% | $145,922-40.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.31% | 24.77%-11.5pp | 24.88%-11.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $13,892 | $4,212+229.8% | $3,868+259.2% | $4,660+198.1% |
| Participant deferral / active EE | $6,193 | $5,619+10.2% | $5,057+22.4% | $6,688-7.4% |
| Admin fee / account holder | $10,742 | $9,750+10.2% | $8,355+28.6% | $13,397-19.8% |