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 | $86,534 | $102,966-16.0% | $90,281-4.2% | $152,861-43.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.07% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,423 | $3,139-54.7% | $2,854-50.1% | $4,762-70.1% |
| Participant deferral / active EE | $8,235 | $4,281+92.3% | $3,885+112.0% | $5,850+40.8% |
| Admin fee / account holder | $10,078 | $6,171+63.3% | $5,351+88.3% | $11,596-13.1% |