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 | $90,875 | $105,126-13.6% | $94,646-4.0% | $139,434-34.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.11% | 38.03%-21.9pp | 156.71%-140.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $7,412 | $4,106+80.5% | $3,672+101.8% | $4,751+56.0% |
| Participant deferral / active EE | $11,031 | $7,599+45.2% | $7,418+48.7% | $6,710+64.4% |
| Admin fee / account holder | $1,197 | $8,984-86.7% | $7,231-83.4% | $11,403-89.5% |