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 | $88,573 | $124,281-28.7% | $109,143-18.8% | $167,490-47.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.45% | 26.04%-13.6pp | 25.75%-13.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $3,028 | $4,207-28.0% | $3,722-18.6% | $4,837-37.4% |
| Participant deferral / active EE | $9,942 | $5,255+89.2% | $4,653+113.7% | $6,341+56.8% |
| Admin fee / account holder | $3,514 | $7,970-55.9% | $6,752-48.0% | $12,309-71.5% |