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 | $97,780 | $106,515-8.2% | $96,683+1.1% | $139,434-29.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.83% | 38.43%-23.6pp | 35.69%-20.9pp | 372.94%-358.1pp |
| Employer contribution / active EE | $12,068 | $4,103+194.1% | $3,737+223.0% | $4,751+154.0% |
| Participant deferral / active EE | $7,026 | $5,454+28.8% | $4,878+44.0% | $6,710+4.7% |
| Admin fee / account holder | $6,234 | $7,877-20.9% | $6,730-7.4% | $11,403-45.3% |