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 10-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 | $76,408 | $104,251-26.7% | $91,001-16.0% | $147,584-48.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 16.15% | 27.06%-10.9pp | 4.60%+11.5pp | 578.55%-562.4pp |
| Employer contribution / active EE | $12,561 | $3,116+303.2% | $2,456+411.5% | $4,876+157.6% |
| Participant deferral / active EE | $11,434 | $4,195+172.6% | $3,547+222.3% | $5,439+110.2% |
| Admin fee / account holder | $2,941 | $8,948-67.1% | $5,417-45.7% | $10,885-73.0% |