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 | $105,501 | $104,251+1.2% | $91,001+15.9% | $147,584-28.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.85% | 27.06%-9.2pp | 4.60%+13.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $11,762 | $3,116+277.5% | $2,456+379.0% | $4,876+141.2% |
| Participant deferral / active EE | $7,766 | $4,195+85.1% | $3,547+118.9% | $5,439+42.8% |
| Admin fee / account holder | $950 | $8,948-89.4% | $5,417-82.5% | $10,885-91.3% |