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 5-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 | $96,926 | $111,754-13.3% | $103,333-6.2% | $145,922-33.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,830 | $4,212-32.8% | $3,868-26.8% | $4,660-39.3% |
| Participant deferral / active EE | $9,434 | $5,619+67.9% | $5,057+86.5% | $6,688+41.1% |
| Admin fee / account holder | $7,836 | $9,750-19.6% | $8,355-6.2% | $13,397-41.5% |