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 | $99,815 | $102,616-2.7% | $81,983+21.8% | $158,922-37.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 10.71% | 61.04%-50.3pp | 41.31%-30.6pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,547 | $3,240+40.3% | $2,498+82.0% | $4,761-4.5% |
| Participant deferral / active EE | $4,547 | $4,648-2.2% | $3,722+22.2% | $5,982-24.0% |
| Admin fee / account holder | $1,461 | $8,235-82.3% | $5,664-74.2% | $11,246-87.0% |