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 | $91,052 | $111,754-18.5% | $103,333-11.9% | $145,922-37.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.52% | 24.77%-6.2pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $11,152 | $4,212+164.7% | $3,868+188.3% | $4,660+139.3% |
| Participant deferral / active EE | $8,599 | $5,619+53.1% | $5,057+70.0% | $6,688+28.6% |
| Admin fee / account holder | $1,170 | $9,750-88.0% | $8,355-86.0% | $13,397-91.3% |