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 | $96,059 | $106,515-9.8% | $96,683-0.6% | $139,434-31.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.96% | 38.43%-20.5pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $10,785 | $4,103+162.9% | $3,737+188.6% | $4,751+127.0% |
| Participant deferral / active EE | $11,109 | $5,454+103.7% | $4,878+127.7% | $6,710+65.5% |
| Admin fee / account holder | $521 | $7,877-93.4% | $6,730-92.3% | $11,403-95.4% |