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 | $97,456 | $107,015-8.9% | $73,545+32.5% | $147,584-34.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 17.05% | 38.25%-21.2pp | -15.16%+32.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,353 | $1,760+90.5% | $1,219+175.0% | $4,876-31.2% |
| Participant deferral / active EE | $6,705 | $2,462+172.4% | $1,806+271.3% | $5,439+23.3% |
| Admin fee / account holder | $354 | $3,055-88.4% | $2,320-84.7% | $10,885-96.7% |