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 | $99,411 | $110,261-9.8% | $95,745+3.8% | $139,434-28.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.53% | 27.11%-2.6pp | 28.35%-3.8pp | 372.94%-348.4pp |
| Employer contribution / active EE | $18,371 | $3,257+464.0% | $2,835+548.1% | $4,751+286.7% |
| Participant deferral / active EE | $1,216 | $4,676-74.0% | $4,245-71.4% | $6,710-81.9% |
| Admin fee / account holder | $8,886 | $6,613+34.4% | $5,678+56.5% | $11,403-22.1% |