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 | $106,742 | $105,181+1.5% | $159,436-33.1% | $85,850+24.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 21.02% | 45.07%-24.1pp | 263.57%-242.6pp | 318.53%-297.5pp |
| Employer contribution / active EE | $3,952 | $3,318+19.1% | $4,829-18.2% | $2,565+54.1% |
| Participant deferral / active EE | $8,753 | $5,945+47.2% | $7,352+19.1% | $3,952+121.5% |
| Admin fee / account holder | $860 | $6,933-87.6% | $10,799-92.0% | $6,260-86.3% |