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 | $110,481 | $124,281-11.1% | $109,143+1.2% | $167,490-34.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.47% | 26.04%-8.6pp | 25.75%-8.3pp | 478.56%-461.1pp |
| Employer contribution / active EE | $11,501 | $4,207+173.4% | $3,722+209.0% | $4,837+137.7% |
| Participant deferral / active EE | $4,503 | $5,255-14.3% | $4,653-3.2% | $6,341-29.0% |
| Admin fee / account holder | $3,186 | $7,970-60.0% | $6,752-52.8% | $12,309-74.1% |