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 | $99,232 | $103,376-4.0% | $87,100+13.9% | $152,861-35.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.78% | 28.10%-9.3pp | 28.19%-9.4pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,885 | $3,220-41.5% | $2,521-25.2% | $4,762-60.4% |
| Participant deferral / active EE | $7,631 | $4,778+59.7% | $4,049+88.5% | $5,850+30.4% |
| Admin fee / account holder | $1,209 | $12,205-90.1% | $7,497-83.9% | $11,596-89.6% |