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 | $110,487 | $232,540-52.5% | $185,117-40.3% | $147,584-25.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 21.99% | 43.03%-21.0pp | 40.50%-18.5pp | 578.55%-556.6pp |
| Employer contribution / active EE | $6,980 | $5,195+34.4% | $4,182+66.9% | $4,876+43.1% |
| Participant deferral / active EE | $16,658 | $5,834+185.5% | $5,045+230.2% | $5,439+206.3% |
| Admin fee / account holder | $2,544 | $10,275-75.2% | $8,159-68.8% | $10,885-76.6% |