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 | $85,955 | $94,752-9.3% | $112,887-23.9% | $139,434-38.4% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.80% | 40.88%-25.1pp | 34.10%-18.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $5,302 | $4,625+14.6% | $4,563+16.2% | $4,751+11.6% |
| Participant deferral / active EE | $8,743 | $6,512+34.3% | $6,513+34.2% | $6,710+30.3% |
| Admin fee / account holder | $1,032 | $8,527-87.9% | $7,047-85.4% | $11,403-90.9% |