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 | $93,589 | $127,065-26.3% | $113,168-17.3% | $142,382-34.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.56% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,299 | $3,442-33.2% | $2,975-22.7% | $4,299-46.5% |
| Participant deferral / active EE | $10,250 | $5,716+79.3% | $5,107+100.7% | $6,507+57.5% |
| Admin fee / account holder | $1,199 | $15,736-92.4% | $12,068-90.1% | $12,624-90.5% |