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 | $90,071 | $97,125-7.3% | $86,233+4.5% | $137,256-34.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.87% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $7,308 | $2,841+157.2% | $2,504+191.8% | $4,156+75.8% |
| Participant deferral / active EE | $10,798 | $5,180+108.5% | $4,559+136.8% | $6,407+68.5% |
| Admin fee / account holder | $59,592 | $9,725+512.8% | $8,342+614.3% | $12,270+385.7% |