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 | $99,170 | $114,381-13.3% | $107,525-7.8% | $142,382-30.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.96% | 242.71%-224.7pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,516 | $4,015-12.4% | $3,754-6.3% | $4,299-18.2% |
| Participant deferral / active EE | $5,074 | $5,564-8.8% | $5,116-0.8% | $6,507-22.0% |
| Admin fee / account holder | $12,438 | $9,860+26.1% | $8,919+39.5% | $12,624-1.5% |