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 | $81,496 | $127,065-35.9% | $113,168-28.0% | $142,382-42.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.33% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,883 | $3,442+100.0% | $2,975+131.4% | $4,299+60.1% |
| Participant deferral / active EE | $10,732 | $5,716+87.7% | $5,107+110.2% | $6,507+64.9% |
| Admin fee / account holder | $8,514 | $15,736-45.9% | $12,068-29.4% | $12,624-32.6% |