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 | $99,911 | $104,907-4.8% | $84,611+18.1% | $152,861-34.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 16.21% | 373.79%-357.6pp | 258.74%-242.5pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,848 | $3,302-13.7% | $2,652+7.4% | $4,762-40.2% |
| Participant deferral / active EE | $6,984 | $4,688+49.0% | $3,899+79.1% | $5,850+19.4% |
| Admin fee / account holder | $6,203 | $6,241-0.6% | $4,912+26.3% | $11,596-46.5% |