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 | $81,786 | $98,240-16.7% | $82,313-0.6% | $147,584-44.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.72% | 30.85%-16.1pp | 25.88%-11.2pp | 578.55%-563.8pp |
| Employer contribution / active EE | $3,666 | $3,192+14.9% | $2,428+51.0% | $4,876-24.8% |
| Participant deferral / active EE | $7,984 | $4,383+82.1% | $3,706+115.4% | $5,439+46.8% |
| Admin fee / account holder | $1,866 | $8,563-78.2% | $5,608-66.7% | $10,885-82.9% |