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 | $95,471 | $111,754-14.6% | $103,333-7.6% | $145,922-34.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.50% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $8,187 | $4,212+94.4% | $3,868+111.7% | $4,660+75.7% |
| Participant deferral / active EE | $6,150 | $5,619+9.5% | $5,057+21.6% | $6,688-8.0% |
| Admin fee / account holder | $4,530 | $9,750-53.5% | $8,355-45.8% | $13,397-66.2% |