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 7-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 | $90,564 | $183,592-50.7% | $155,567-41.8% | $145,959-38.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.75% | 61.24%-50.5pp | 64.74%-54.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,097 | $5,315-41.7% | $4,674-33.7% | $4,661-33.5% |
| Participant deferral / active EE | $3,813 | $6,464-41.0% | $5,628-32.2% | $6,689-43.0% |
| Admin fee / account holder | $6,955 | $19,318-64.0% | $15,916-56.3% | $13,398-48.1% |