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 | $109,447 | $99,918+9.5% | $81,382+34.5% | $145,922-25.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.98% | 34.32%-18.3pp | 24.73%-8.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,217 | $2,978-25.5% | $2,463-10.0% | $4,660-52.4% |
| Participant deferral / active EE | $5,147 | $4,605+11.8% | $3,883+32.6% | $6,688-23.0% |
| Admin fee / account holder | $70,369 | $8,212+756.9% | $5,768+1119.9% | $13,397+425.3% |