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 | $99,799 | $77,419+28.9% | $69,455+43.7% | $152,861-34.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.74% | 39.06%-25.3pp | 28.97%-15.2pp | 345.32%-331.6pp |
| Employer contribution / active EE | $3,140 | $3,315-5.3% | $2,779+13.0% | $4,762-34.1% |
| Participant deferral / active EE | $10,908 | $4,414+147.1% | $3,535+208.5% | $5,850+86.5% |
| Admin fee / account holder | $1,573 | $6,207-74.7% | $3,839-59.0% | $11,596-86.4% |