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 | $102,613 | $114,381-10.3% | $107,525-4.6% | $142,382-27.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.54% | 242.71%-221.2pp | 181.32%-159.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $1,305 | $4,015-67.5% | $3,754-65.2% | $4,299-69.6% |
| Participant deferral / active EE | $9,509 | $5,564+70.9% | $5,116+85.9% | $6,507+46.1% |
| Admin fee / account holder | $873 | $9,860-91.1% | $8,919-90.2% | $12,624-93.1% |