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 | $92,207 | $106,515-13.4% | $96,683-4.6% | $139,434-33.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.66% | 38.43%-19.8pp | 35.69%-17.0pp | 372.94%-354.3pp |
| Employer contribution / active EE | $11,474 | $4,103+179.7% | $3,737+207.1% | $4,751+141.5% |
| Participant deferral / active EE | $2,713 | $5,454-50.3% | $4,878-44.4% | $6,710-59.6% |
| Admin fee / account holder | $1,351 | $7,877-82.9% | $6,730-79.9% | $11,403-88.2% |