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 | $114,349 | $127,264-10.1% | $109,895+4.1% | $167,490-31.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 18.70% | 22.97%-4.3pp | 29.45%-10.8pp | 478.56%-459.9pp |
| Employer contribution / active EE | $6,894 | $3,322+107.5% | $2,842+142.5% | $4,837+42.5% |
| Participant deferral / active EE | $3,487 | $4,514-22.7% | $4,048-13.8% | $6,341-45.0% |
| Admin fee / account holder | $2,245 | $7,114-68.5% | $6,066-63.0% | $12,309-81.8% |