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 | $97,531 | $107,334-9.1% | $92,893+5.0% | $152,861-36.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.74% | 145.58%-124.8pp | 109.41%-88.7pp | 345.32%-324.6pp |
| Employer contribution / active EE | $9,588 | $4,221+127.1% | $3,653+162.5% | $4,762+101.3% |
| Participant deferral / active EE | $2,149 | $4,845-55.6% | $4,236-49.3% | $5,850-63.3% |
| Admin fee / account holder | $6,271 | $7,079-11.4% | $5,794+8.2% | $11,596-45.9% |