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 6-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 | $95,726 | $118,849-19.5% | $96,562-0.9% | $167,490-42.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.53% | 50.49%-30.0pp | 37.78%-17.2pp | 478.56%-458.0pp |
| Employer contribution / active EE | $1,517 | $3,120-51.4% | $2,356-35.6% | $4,837-68.6% |
| Participant deferral / active EE | $3,792 | $4,616-17.9% | $3,849-1.5% | $6,341-40.2% |
| Admin fee / account holder | $563 | $8,065-93.0% | $6,181-90.9% | $12,309-95.4% |