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 | $119,639 | $111,301+7.5% | $112,977+5.9% | $158,922-24.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.93% | 26.40%-10.5pp | 24.24%-8.3pp | 302.83%-286.9pp |
| Employer contribution / active EE | $6,342 | $4,471+41.8% | $4,255+49.1% | $4,761+33.2% |
| Participant deferral / active EE | $0 | $5,880-100.0% | $5,836-100.0% | $5,982-100.0% |
| Admin fee / account holder | $780 | $8,392-90.7% | $6,294-87.6% | $11,246-93.1% |